Blog

David Lingler Discusses our Service Industry Team

On April 5th, 2012, by Heather Bucher

Cassady Schiller is dedicated to providing support, advice, and solutions that will enable Cincinnati area service industry companies to get ahead. Our team specializes in helping Cincinnati Restaurants, Cincinnati Design & Marketing Agencies, and Cincinnati Professional Service firms such as Lawyers and Financial Advisors. Our team understands businesses that are truly driven by the talent..

Wandry v Commissioner is a Big Win for Gifting

On April 3rd, 2012, by David Lingler

Background – Wandry (donor) transferred gifts of specific dollar amounts of membership units in a limited liability company (LLC). Pursuant to gift documents, units of the donors’ LLC were transferred to their children and grandchildren. The documents specified that the fair market value of the units was unknown at the time of the transfer, but..

Dangers of Income Seeking

On March 7th, 2012, by Mike Clark

This article provides a brief illustration about the dangers of trying to increase income at the expense of the risk characteristics of a portfolio. Read More

Jeff Stautberg Discusses our Manufacturing Team

On March 5th, 2012, by Jeff Stautberg

Cassady Schiller is dedicated to providing support, advice, and solutions that will enable Cincinnati area manufacturers to thrive. From the very start of Cassady Schiller, we have been focused on serving this vibrant section of the local economy, and manufacturing continues to be a primary focus our our firm. Our team is at the forefront..

Tax Act Extends Employment Tax Holiday Through 2012

On February 22nd, 2012, by Mike Hawkins

On February 17, 2012, Congress passed The Middle Class Tax Relief and Job Creation Act of 2012, sending the Act to President Obama to be signed into law. Once signed, the Act will extend the employee-side payroll tax cut (from 6.2% to 4.2%) through the end of 2012. The Act will not change the tax..

President’s Budget Proposal Provides Insight

On February 20th, 2012, by Brian Stautberg

Last week President Obama introduced his fiscal year 2013 budget proposal. While this budget is unlikely to pass in its current form, the proposals give insight into what some government officials are considering for future tax policy. We have reviewed the President’s proposal and put together a brief summary of some key areas that could..

Emerging & Established Wealth Video

On February 9th, 2012, by Heather Bucher

At Cassady Schiller, we help our clients plan for the growth, preservation, and utilization of their wealth with a personalized team of experienced and qualified professionals. Every client relationship starts with an in-depth exploration of your family values and individual financial goals. We work hard to understand what is truly important to you. Then, our..

Worker Classification

On February 8th, 2012, by David Lingler

Worker Classification Issues are a Top Priority on Washington’s Agenda. Since independent contractor classifications result in lower federal employment taxes for businesses, a worker’s classification has always been a contested issue between the government and business sectors. This is complicated by the vague classification process of a “facts-and-circumstances test”, based upon whether or not the business..

What is Enterprise Value?

On January 22nd, 2012, by Jeff Stautberg

Enterprise value is the theoretical price an acquirer might pay for another firm. In essence, “step into the current owner’s shoes”. Think of Enterprise Value as the potential takeover price. In the event of a buyout, an acquirer would take on the company’s debt, but would pocket its cash. A simpler calculation for enterprise value..

Fundamentals for Increasing the Value of Your Business

On January 13th, 2012, by David Lingler

How is it possible that a web based technology company with no profit be worth millions more than a stable service or manufacturing business with several years of revenues and profits? The answer to this “unfairness” can be found in the fundamentals of business valuations. All business valuations attempt to put a dollar value on..