This is What We Believe
Here’s what matters to every employee at Lucas Horsfall: Our clients’ success, their peace of mind, their business goals. We believe that if we care for our clients and their businesses – we mean really care for them – they’ll get better service because we’ll do better work. It makes sense, and it’s how we approach every relationship.
This is How We Work
We work hard to build relationships with our clients. That way, we deliver straightforward analysis, trusted guidance and conscientious advice on financial management and operations. Your goals become our goals, and we strive to meet your needs, prevent problems and solve those that may arise.
Meet Our People
Yes, the experience and education of our partners, managers and employees is vital. You can find that information on the Meet Our People page. Our people are all important; we work hard to hire well and to care for people so they want to stay and continue working at Lucas Horsfall. It’s true with client relationships, too.
Recent Blog Posts
Lucas Horsfall assists CVM Holding in the acquisition of Harris
We are proud to have been a part of this iconic California transaction. We have deep gratitude to Brian Coelho of Central Valley Meat Holding Company for trusting us to be part of his team. Financial advisory services were performed by Jesse Yang, Bessna Plaza and Gaurav Malhotra. Tax advisory services were performed by Kenneth Woerner and Mike Amerio. (more…)
Read More
Lucas Horsfall is Growing
On January 1st, 2019, Charles, Blank & Karp merged with Lucas Horsfall. It was announced by the two managing partners, Mike Amerio and Jim Karp, respectively. The combined firm will be known as Lucas Horsfall.
Charles, Blank and Karp traces back to a firm founded in Beverly Hills by Max Seiff in the 1920s (more…)
Read More
Revenue Recognition and Lease Accounting Changes
There’s a lot of buzz about the changes in Revenue Recognition guidelines and the changes in Lease Accounting standards. The new Revenue Recognition guidance could change the timing of recognition and the changes in Lease Accounting standards could significantly impact your organization.
Recently, Lucas Horsfall put on a Seminar, which gave an overview of the changes to Revenue Recognition and the new Lease Accounting standards. It was well attended and there was much discussion about the changes to come.
For your reference, we have included the presentations from the Seminar in pdf form. For further questions, please contact our office.
Thank you.
Read More
Economic Forecast & Trends
Lucas Horsfall Managing Partner, Mike Amerio, chaired a panel discussion on “Tax Reform Update” at the Los Angeles Business Journal’s, January 22nd Economic Forecast & Trends event, before an audience of several hundred. Mike’s panel consisted of Dean Joaquin, Western Region Tax Leader, RSM US LLP; Kenneth Tindall, Senior Tax Manager, CBIZ MHM; Craig Morris, Los Angeles Tax Partner, KPMG; and David Erard, Partner Tax, Armanino LLP.
Read More
A Big Congratulations to Mike Amerio, Mike Sovik and Chris Sailes!
Mike Amerio, Mike Sovik and Chris Sailes participated in the Nautica Malibu Classic Triathlon this past weekend. The Classic Triathlon consists of swimming in the ocean at Zuma Beach (Sovik), biking on the Pacific Coast Highway (Amerio) and a running to Point Dume State Beach (Chris). The combined distance for the three events was 21.50 miles. The team finished the three course in 2 hours, 22 minutes and 23 seconds.
Congratulations to Amerio, Sovik and Chris – they did an amazing job!
Read More
Company Racing Event
After a busy Tax Season, Lucas Horsfall employees enjoyed some time together to unwind and have fun!
Read More
Mid-Season Bowling
We took a break during our busy Tax Season to go Bowling together as a Company. Everyone had a great time!
Read More
Tax Reform Seminar / US International Tax Basis Webcast
Congress passed one of the most extensive tax reform packages in a generation. The latest reform bill has far reaching consequences for businesses and individuals.
In January, the firm hosted a “Tax Reform Seminar” at the California Club, in L.A. The event was well received and informative for our clients. We hope to do this again in the future, if you are interested in attending please email shartel@lhmp.com
The Tax Reform presentation is available for your review, if you are interested you can download it here.
US-International Tax Basis Webcast in 20 minutes by Leslie Sobol. Download presentation here.
Read More
M&A Around the World
Global M&A activity saw an increase in 2017. We are fortunate to members of MSI Global Alliance. Through this association we can provide our clients access to 250 law and accounting firms around the world. Our member firms are actively working in advising businesses on both sides of the transactions. Here is the latest M&A newsletter from our association.
Read More
Mangoes & Monsoons: A Story of Fraud in M&A
This is a true story. Names of people and places have been changed to protect the guilty. To understand this story, you need to know that I was born in India.
I will start by saying that fraud is pervasive. An average US Corporation loses 5% of gross revenue due to fraud. Then It should not be surprising that fraud occurs in M&A transactions. (more…)
Read More
Audits Don’t Appear to Be a M&A Prerequisite Anymore
We have had the busiest year in our firm’s history performing Quality of Earnings (Q of E) services. We have worked for Private Equity Firms, Search Funds, sellers, and businesses looking to raise capital. Certainly, the level of activity in the market has increased. In addition to that I think that the market is favoring the segment we work in- Middle Market. Until last year most buyers demanded 2-3 years of audited financials before considering a target. (more…)
Read More
Efficient Forms Announces Strategic Equity Partnership With Altalink Capital
We want to congratulate Mike Robertson of Altalink Capital and Housatonic Partners for successfully completing their strategic investment in Efficient Forms. We were engaged to perform the Quality of Earnings for this project. Our engagement team consisted of Katja Schaper, Erick Diaz, Jenna Okimoto, Lyn Dahl and Gaurav Malhotra. (more…)
Read More