Field notes
The JDB Blog
Practical guidance on business valuation and tax — written for working practitioners.
- Tax·June 2026
ReturnReady vs. TurboTax, FreeTaxUSA & the rest
How ReturnReady's free-federal, $14.99-per-state pricing stacks up against TurboTax, H&R Block, TaxAct, FreeTaxUSA, and Cash App Taxes.
Read → - Valuation·June 2026
Rev. Rul. 59-60: the 8 Factors and How to Document Each
The backbone of closely-held business valuation — what each of the eight factors means, and how to document it so your conclusion holds up.
Read → - Valuation·June 2026
How to Calculate DLOM: a Practical Walkthrough
A step-by-step approach to the discount for lack of marketability — the benchmark studies, the Mandelbaum factors, and how to document a number you can defend.
Read →