William O'Hara

Forvis Mazars explains why businesses sell for meaningful premiums to peers and how this could help your organization. Read the article here: https://bit.ly/3SzheWa

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This guide from Forvis Mazars US Private Client explores year-end planning concepts related to high-net-worth individuals and families: https://lnkd.in/eRnVZkS5

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Great minds meet at #AICPAENGAGE24!   It was fantastic to see two of the most influential figures in the CPA M&A and Private Equity space, Allan Koltin and Philip Whitman, CPA, CEPA, connect at AICPA #ENGAGE24.   What are your biggest challenges in the CPA M&A or Private Equity space? Share your thoughts in the comments below!

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Scott Linch and Billy Parker, national industry leaders at Forvis Mazars, were recently published in an article from ACG’s Middle Market Executive. Read the piece to learn key takeaways and trends to watch from this spring’s CFO Roundtable: https://bit.ly/3xFlk84

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QDROs can add a layer of complexity to your ESOP, making it important to know what they are and the steps to take should you receive one. Forvis Mazars US provides details here: https://lnkd.in/eJ8Hfx_E

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Join CRI Partners April Shuping, Sandi Guy, and Matthew Montemayor as they explore the AICPA’s innovative approaches to supporting aspiring CPAs on their certification journey. Discover how the AICPA is reimagining resources to help future accountants achieve their goals while maintaining work-life balance. Plus, get practical tips on contributing to a positive office culture, ensuring new CPAs can thrive both professionally and personally. #CRIPodcast #AICPA #ProfessionalGrowth

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This guide from Forvis Mazars US Private Client explores year-end planning concepts related to high-net-worth individuals and families: https://lnkd.in/g7bsvjHB

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This guide from Forvis Mazars US Private Client explores year-end planning concepts related to high-net-worth individuals and families: https://lnkd.in/gUYvf7FS

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Navigating the future of #healthcare can be daunting, but Forvis Mazars US Healthcare Practice can help you take bold actions and capitalize on change. Watch this video to discover how our healthcare team can help you achieve the promise of your purpose: https://lnkd.in/gCkKNDvH

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While many employers want to help employees save for retirement, they may be unaware of the U.S. Department of Labor reporting requirements. Learn more in this article from Forvis Mazars US: https://lnkd.in/dQhHrHmv

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In this article from Forvis Mazars, discover key takeaways from Colorado HB 24-1134 and the updates to the state’s combined reporting standard: https://bit.ly/3YQn49q

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Amid labor shortages and other stressors, having a top tier CFO is crucial for a construction company’s success. High-performing CFOs look beyond historical data, focusing on future technologies, growth strategies, and capital management. Forvis Mazars provides details about the traits of a best-in-class CFO: https://bit.ly/3La9INc

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Download valuation insights from Forvis Mazars where we outline the various economic trends and indicators that contribute to uncertainty, and why business owners or advisors contemplating a transition of their business, including gifting or transfers, may want to act sooner rather than later: https://bit.ly/4epQ4dF

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