On June 21, 2018, the United States Supreme Court decided in South Dakota v. Wayfair, Inc. that South Dakota is permitted to collect sales tax from online retailers who sell in the state and have [...]
The Subtleties of Non-Disclosure Agreements: Who is Seeing Your Confidential Information?
In Corporate Issues PostedA well drafted non-disclosure agreement is crucial during a competitive bid process, during which the selling entity may share proprietary information with prospective purchasers, including [...]
Companies with Foreign Investors: June 30th is the Deadline to E-File Your BEA Benchmark Survey
In Corporate Issues PostedIs more than 10% of your company equity held by foreign investors? If so, you likely need to file the BE-12 by June 30th. Every five years, the Bureau of Economic Analysis (a Bureau of the US [...]
Chris Brodman, longtime adviser to Ron Croushore, owner and CEO of Berkshire Hathaway Home Services The Preferred Realty (“Preferred Realty”), was chief negotiator and lead counsel for Mr. [...]
Tax Cuts and Jobs Act Report Confirms Validity of “Back- Door” Roth IRA Conversions
In Tax and Estate Planning PostedPrior to the Tax Cuts and Jobs Act (“TCJA”), it was not clear whether “back-door” Roth IRA conversions were permitted. The TCJA was signed into law on December 22, 2017. Language in the [...]
Metz Lewis Brodman Must O’Keefe LLC is happy to announce the promotions of Jessica Hauth Mozingo and Timothy Kravetz to Member. Jessica Hauth Mozingo is an intellectual property attorney and [...]
Smart Business recently published an article covering the 2018 ASPIRE Panel on deals which the firm sponsored and led. Founding members, Chris Brodman and John Lewis, dive into today’s M&A [...]
IRS Announces Offshore Voluntary Disclosure Program Ending September 28, 2018
In Tax and Estate Planning PostedThe IRS has announced that the Offshore Voluntary Disclosure Program (ODVP) will end September 28, 2018. This marks the close of an opportunity for taxpayers who have previously not disclosed [...]
With data privacy firmly in the public consciousness and calls for regulation made daily, inquiries into the data practices of an acquisition target, especially regarding personally identifiable [...]
The Deadline for EU General Data Protection Regulation Compliance Fast Approaches
In Corporate Issues, Risk Mitigation PostedOn May 25, 2018, the EU General Data Protection Regulation (GDPR) takes effect. The GDPR will impact any US business that (1) collects information directly from EU citizens (e.g., online sales, [...]
