Article Categories

Blog

Our articles are designed for general business clients and individuals. We cover broad topics such as accounting, personal tax, estate planning, cash management, employee benefits, succession planning, and more.

Valuation Report

These articles are related to business valuation, succession planning, and forensic accounting. We cover trends, best practices, case studies, compensation, corporate structures, and more.

Nonprofit Insights

These articles address the unique needs of nonprofit organizations. We cover new regulations, tax legislation, finance, and government issues. We also discuss management, fundraising, technology, and employee compensation.

Press Releases

Take a look at what is happening at Hantzmon Wiebel.

Defined Contribution Plans Versus Defined Benefit Plans

Have you procrastinated in setting up a tax-advantaged retirement plan for your business? If the answer is yes, you fit right in with many other business owners. Still, not having a plan in place hurts you and your business. Why? You pay more income taxes every year...

Plan for the Future: Understanding the Value of Your Family Business

While preparing your succession or estate plan, you should value your family business both internally and externally because your company has multiple values depending on the valuation standard used. The different results can help you determine whether to keep the...

Does Size Still Matter in Valuation?

For decades, valuation analysts have incorporated a “size premium” when calculating the cost of capital in their valuation engagements. A paper by Rolf Banz first documented the size effect in a 1981. Simply put, the theory asserts smaller companies have greater risks...

New Rulings Provide Insight on Valuation Discounts

While the pandemic has stymied many businesses, important valuation litigation has continued to make its way through the courts. The following provides an overview of a few cases of particular interest to the valuation community and the lessons we can learn from the...

The Role of Forensic Accounting in Valuation

When valuation analysts dig into the numbers, they often rely on financial information provided by the target company. As the engagement proceeds, sometimes the numbers do not seem quite right. Maybe expenses seem too high or owner’s compensation seems too low....

Handling Estate Plans After Remarriage

While estate planning can have complexities for all families, additional complications may exist for those who remarry. On top of considering your spouse and children in your current marriage, you may have children from prior marriages and stepchildren. Ensuring that...

Hantzmon Wiebel Will Move This Fall

Charlottesville, VA – Hantzmon Wiebel, a Charlottesville based regional CPA and advisory services firm, will move into new offices this fall but will remain in downtown Charlottesville. The firm will move from the current 818 E. Jefferson St. location to 701 E. Water...

When It Comes to Trusts, Should You Choose Silence?

The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of wealth make your heirs act financially irresponsible or reckless? Anticipating a cash cushion, will they neglect their education or fail to pursue...

Preventing and Responding to Ransomware Attacks

The FBI has recently warned of a staggering increase in ransomware attacks against businesses since the start of the COVID-19 pandemic. As the way we do business continues to increase remote work and a reliance on digital accessibility, business owners and managers...

Creating a Tax-Advantaged ABLE Account for a Loved One with a Disability

The Achieving a Better Life Experience (ABLE) Act of 2014 allows states to set up ABLE account programs, which function similarly to state-run Section 529 college savings programs. You can establish a tax-favored ABLE account to cover qualified disability expenses of...