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Due Diligence Part 3 of 4Tuesday, May 03, 2011 - chalfinadmin5

This is the third part of a four-part article, which discusses the 20 most likely items that a buyer will request when analyzing a business. The last two posts on the blog discussed the first ten items that may be requested by a buyer when purchasing a business.

This week’s posting will discuss five additional items that are frequently requested by the buyer.
To read more, click here.
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Due Diligence - Part 2 of 4Wednesday, April 13, 2011 - chalfinadmin5

This is the second part of a four-part article, which discusses the 20 most likely items that a buyer will request when analyzing a business. The last post on the blog discussed the first five items that may be requested by a buyer when purchasing a business- financial statements, tax returns, organizational chart, business plan/projections and marketing materials.

This week’s posting will discuss five additional items that are frequently requested by the buyer.

To read more, click here.
Hits: 393 

Due Diligence - Part 1 of 4Tuesday, February 08, 2011 - chalfinadmin5

Many business owners operate their business with the goal, either express or implied, of selling it someday.  Every owner should always consider what information a potential buyer would request during due diligence.  If the information is easily accessible and in the appropriate format, it will expedite the entire process and bolster the business’ value.

While every buyer has a unique way of conducting due diligence, over the next few weeks I will discuss the 20 most likely items that a buyer will request when analyzing a business.  This week I will be highlighting the first five items that may be requested.

To read more, click here.

Parts 2 through 4 of this article will discuss fifteen additional items that are usually on a potential buyer’s due diligence checklist.


Hits: 561 

2010 Tax Relief Act - Estate and Gift Tax ProvisionsTuesday, February 08, 2011 - chalfinadmin5
Over the last two weeks, we discussed the individual, business, and energy provisions of the recently enacted Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Tax Relief Act”).

To learn more about how the 2010 Tax Relief Act affects the estate and gift tax, click here.

Next week we will begin a discussion of the due diligence process and highlight several important issues that buyers and sellers should consider over the following weeks.


Hits: 319 

2010 Tax Relief Act - Businesses and EnergyTuesday, February 08, 2011 - chalfinadmin5
Last week we wrote to you and discussed how the recently enacted Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Tax Relief Act”) affects individuals.

To learn more about how the 2010 Tax Relief Act affects businesses and energy, click here.

Next week we will provide a brief summary of the estate tax that is contained in the 2010 Tax Relief Act.
Hits: 309 

2010 Tax Relief Act - IndividualsTuesday, February 08, 2011 - chalfinadmin5
The recently enacted Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Tax Relief Act”) is a sweeping tax package that includes, among many other items, an extension of the Bush-era tax cuts for two years, estate tax relief, a two-year “patch” of the alternative minimum tax (AMT), a two-percentage-point decrease in employee-paid payroll and self-employment tax for 2011, new incentives to invest in machinery and equipment, and a host of retroactively resuscitated and extended tax breaks for individuals and businesses.

To learn more about how the 2010 Tax Relief Act affects individuals, click here.

Subsequent postings will discuss how the new law will affect businesses, energy, estates and gifts.
Hits: 508 

 


 
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