Selling Your Human Services Company: 8 FAQs and Their Answers

by Rachel Boynton, CM&AA I often receive calls from owners of human services companies who say something along the lines of, “I don’t know what I don’t know” concerning selling their company. What’s important to understand is that it’s okay not to know everything about selling a company. It’s a complex process, which is why […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

Don’t Miss Out on Year-End Tax-Planning Opportunities

Article Highlights: Unemployment Benefits Taxability  To Skip or Not Skip the 2020 Required Minimum Distribution Special Charitable Giving Opportunities  Divorced or Separated Planning Issues  Potential State Health Insurance Penalties  Dealing with Disaster Losses in 2020  Retroactive Kiddie Tax Rules – Amended Opportunity  Retroactive Tax Benefits May Provide Refunds  Preparing for Home Sale Reporting  Avoiding Underpayment […]

John F. Coggin, CPA MBAPrincipal, John F. Coggin CPA, PLLC

The Value of an M&A Advisor From Those Who Used One

by Rachel Boynton, CM&AA At VERTESS, we are often asked what value we can bring to sellers as they decide to sell their business. We often talk about our large contact list of buyers and our experience as a business operator/owner and seller or as a merger and acquisition (M&A) advisor. However, a study conducted […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

FinCEN’s Procedure Ensures Financial Institutions’ Compliance with the Bank Secrecy Act

AUTHORED BY EKATERINA LONG  Domestic financial institutions and agencies of foreign banks operating in the U.S. must comply with the requirements of the Bank Secrecy Act. [1] The BSA broadly defines financial institution, encompassing, brokers or dealers in securities or commodities, credit unions, commercial banks, and trust companies. [2] The BSA obligates these institutions to maintain […]

Kenneth C. JohnstonPartner, Johnston Clem Gifford PLLC

Texas Bankruptcy Law Firm Forshey Prostok Welcomes Deirdre Carey Brown

Board-Certified Bankruptcy Lawyer Joins Houston Office as a Partner OUSTON and FORT WORTH, Texas, July 27, 2020 /PRNewswire/ — Forshey Prostok L.L.P. is proud to announce the addition of Deirdre Carey Brown, pllc, as a Partner in the firm’s Houston office. Board Certified in Business Bankruptcy by the Texas Board of Legal Specialization, Ms. Brown has 20 years of bankruptcy and restructuring experience. Her work […]

Jeff ProstokFounding Partner, ForsheyProstok, LLP

Texas Bankruptcy Law Firm Forshey Prostok L.L.P. Adds Additional Firepower

FORT WORTH, Texas, Aug. 3, 2020 /PRNewswire/ — The complex bankruptcy and restructuring law firm Forshey Prostok L.L.P. is pleased to announce the addition of Michael D. “Mickey” Ricketts as Of Counsel in the firm’s Fort Worth headquarters. Mr. Ricketts, who handles bankruptcy and commercial litigation, has also done extensive work as an intellectual property litigator, successfully representing plaintiffs and defendants […]

Jeff ProstokFounding Partner, ForsheyProstok, LLP

Three States Sue to Overturn OCC’s New “Valid When Made” Rule

By Jim Bullock Debate over the rule issued in June by the Office of the Comptroller of the Currency—that the valid interest rate on a national bank loan remains permissible after being sold to a state or local entity notwithstanding state usury law—has moved to the courtroom. Attorneys General for California, Illinois and New York […]

Kenneth C. JohnstonPartner, Johnston Clem Gifford PLLC

Jeff Prostok features in a recent article published in The Texas Lawbook on the rise of business bankruptcies in Texas

Jeff Prostok, a Fort Worth bankruptcy lawyer with the firm Forsey Prostok, said that the bankruptcies already filed have been enormous. The reason many companies are holding off going to court is the lack of funding to exit bankruptcy in a financially health position. “There is so much uncertainty,” Prostok said. “How do you reorganize […]

Jeff ProstokFounding Partner, ForsheyProstok, LLP

Adrienne Braumiller, Founder & Partner, Braumiller Law Group will join a panel discussion on the topic of: USMCA is Official: What Does this Mean for Trade?

Tuesday, August 4th 12:25-1:45 PM CDT  USMCA has finally passed. What does this mean to the International Trade community? How is this agreement different from NAFTA? Will all the rulings I have under NAFTA need to be updated for them to be valid for USMCA? What changes did we get on country of origin rules? So many questions need […]

Adrienne BraumillerPartner, Braumiller Law Group, PLLC

We invite you to join us for an informative webinar on: Customs Broker Regulation Revisions What You Need to Know

Your presenters: Adrienne Braumiller, Founder & Partner, Bruce Leeds, Senior Counsel, Braumiller Law Group, and Linnea Deeds, Director of Educational Services, Braumiller Consulting Group  Tuesday, July 21st 10:30 AM- 11:30 AM CDT   Last chance to register!  In a Federal Register notice of June 5, 2020 U.S. Customs & Border Protection published proposed revisions to the […]

Adrienne BraumillerPartner, Braumiller Law Group, PLLC

Webinar: USMCA Chapter 25 Working with USMCA Representatives

Join us for an informative webinar on:   USMCA Chapter 25 Working with USMCA Representatives   Thursday, July 23rd, 11 a.m. – noon , CDT     The newly enacted “United States Canada Mexico Trade Agreement” (“USMCA”) includes substantial improvements from its predecessor NAFTA, some of which simply did not exist in the previous tri-lateral […]

Adrienne BraumillerPartner, Braumiller Law Group, PLLC