Questions
In 120 to 150 words (at least 120 but not more than 150), describe how the...

  1. In 120 to 150 words (at least 120 but not more than 150), describe how the responsibilities and expectations from Financial Analysts have evolved from 2000 to 2020
  2. In 120 to 150 words (at least 120 but not more than 150), contrast the two occupations (a) Securities, Commodities, and Financial Services Sales Agents and (b) Financial Analysts
  3. Tell us which of the (a) Securities, Commodities, and Financial Services Sales Agents, (b) Financial Analysts, and (c) Personal Financial Advisors (as defined by U.S. BLS in 2020) may appeal to you; and why

In: Finance

At the beginning of 2019, Robotics Inc. acquired a manufacturing facility for $12.7 million. $9.7 million...

At the beginning of 2019, Robotics Inc. acquired a manufacturing facility for $12.7 million. $9.7 million of the purchase price was allocated to the building. Depreciation for 2019 and 2020 was calculated using the straight-line method, a 25-year useful life, and a $1.7 million residual value. In 2021, the estimates of useful life and residual value were changed to 20 total years and $570,000, respectively. What is depreciation on the building for 2021?

In: Finance

At the beginning of 2019, Robotics Inc. acquired a manufacturing facility for $13.0 million. $10.0 million...

At the beginning of 2019, Robotics Inc. acquired a manufacturing facility for $13.0 million. $10.0 million of the purchase price was allocated to the building. Depreciation for 2019 and 2020 was calculated using the straight-line method, a 20-year useful life, and a $2.0 million residual value. In 2021, the estimates of useful life and residual value were changed to 15 total years and $600,000, respectively. What is depreciation on the building for 2021?

In: Accounting

Adjusting entry the prepaid insurance account is reported at $800 on the December 31, 2019, unadjusted...

Adjusting entry

the prepaid insurance account is reported at $800 on the December 31, 2019, unadjusted trial balance. Analysis of the insurance coverage reveals that the company has two policies that were acquired at the same premium :

A- policy A for 3 years was acquired on January 1, 2017.

b- policy B for 2 years was acquired on January 1, 2019.

In: Accounting

Imagine you’re the CFO of a company with 10 product lines and an infrastructure that includes...

Imagine you’re the CFO of a company with 10 product lines and an infrastructure that includes several functional departments which support some or all of these product lines. The CEO is curious as to what effect dropping one of the product lines or increasing investment in certain product lines might have on company profits.

Based specifically on what we’ve been reading about in recent weeks, what information should the CFO be gathering and key metrics calculated to help the CEO make such decisions? What are “fixed” expenses, are they truly “fixed” and how should they be considered when making such decisions?

In: Accounting

Imagine you’re the CFO of a company with 10 product lines and an infrastructure that includes...

Imagine you’re the CFO of a company with 10 product lines and an infrastructure that includes several functional departments which support some or all of these product lines. The CEO is curious as to what effect dropping one of the product lines or increasing investment in certain product lines might have on company profits.

Based specifically on what we’ve been reading about in recent weeks, what information should the CFO be gathering and key metrics calculated to help the CEO make such decisions? What are “fixed” expenses, are they truly “fixed” and how should they be considered when making such decisions?"

In: Accounting

Milani, Inc., acquired 10 percent of Seida Corporation on January 1, 2020, for $187,000 and appropriately...

Milani, Inc., acquired 10 percent of Seida Corporation on January 1, 2020, for $187,000 and appropriately accounted for the investment using the fair-value method. On January 1, 2021, Milani purchased an additional 30 percent of Seida for $653,000 which resulted in significant influence over Seida. On that date, the fair value of Seida's common stock was $2,100,000 in total. Seida’s January 1, 2021, book value equaled $1,950,000, although land was undervalued by $135,000. Any additional excess fair value over Seida's book value was attributable to a trademark with an eight-year remaining life. During 2021, Seida reported income of $267,000 and declared and paid dividends of $120,000.

Prepare the 2021 journal entries for Milani related to its investment in Seida. (If no entry is required for a transaction/event, select "No journal entry required" in the first account field.)

  • 1

    Record acquisition of Seida stock.

  • 2

    Record the 40% income earned during period by Seida.

  • 3

    Record 2021 amortization for trademark excess fair value.

  • 4

    Record dividend declaration from Seida.

  • 5

    Record collection of dividend from investee.

In: Accounting

Milani, Inc., acquired 10 percent of Seida Corporation on January 1, 2020, for $196,000 and appropriately...

Milani, Inc., acquired 10 percent of Seida Corporation on January 1, 2020, for $196,000 and appropriately accounted for the investment using the fair-value method. On January 1, 2021, Milani purchased an additional 30 percent of Seida for $647,000 which resulted in significant influence over Seida. On that date, the fair value of Seida's common stock was $2,050,000 in total. Seida’s January 1, 2021, book value equaled $1,900,000, although land was undervalued by $131,000. Any additional excess fair value over Seida's book value was attributable to a trademark with an eight-year remaining life. During 2021, Seida reported income of $342,000 and declared and paid dividends of $102,000.
Prepare the 2021 journal entries for Milani related to its investment in Seida. (If no entry is required for a transaction/event, select "No journal entry required" in the first account field.)

In: Accounting

Allison Corporation acquired all of the outstanding voting stock of Mathias, Inc., on January 1, 2020,...

Allison Corporation acquired all of the outstanding voting stock of Mathias, Inc., on January 1, 2020, in exchange for $6,039,000 in cash. Allison intends to maintain Mathias as a wholly owned subsidiary. Both companies have December 31 fiscal year-ends. At the acquisition date, Mathias’s stockholders’ equity was $2,040,000 including retained earnings of $1,540,000.

At the acquisition date, Allison prepared the following fair-value allocation schedule for its newly acquired subsidiary:

Consideration transferred $ 6,039,000
Mathias stockholders' equity 2,040,000
Excess fair over book value $ 3,999,000
to unpatented technology (8-year remaining life) $ 864,000
to patents (10-year remaining life) 2,580,000
to increase long-term debt (undervalued, 5-year remaining life) (140,000 ) 3,304,000
Goodwill $ 695,000

Postacquisition, Allison employs the equity method to account for its investment in Mathias. During the two years following the business combination, Mathias reports the following income and dividends:

Income Dividends
2020 $ 465,000 $ 25,000
2021 930,000 50,000

No asset impairments have occurred since the acquisition date.

Individual financial statements for each company as of December 31, 2021, follow. Parentheses indicate credit balances. Dividends declared were paid in the same period.

Allison Mathias
Income Statement
Sales $ (6,560,000 ) $ (3,940,000 )
Cost of goods sold 4,612,000 2,526,000
Depreciation expense 915,000 301,000
Amortization expense 450,000 115,000
Interest expense 71,000 68,000
Equity earnings in Mathias (592,000 ) 0
Net income $ (1,104,000 ) $ (930,000 )
Statement of Retained Earnings
Retained earnings 1/1 $ (5,420,000 ) $ (1,980,000 )
Net income (above) (1,104,000 ) (930,000 )
Dividends declared 560,000 50,000
Retained earnings 12/31 $ (5,964,000 ) $ (2,860,000 )
Balance Sheet
Cash $ 87,000 $ 155,000
Accounts receivable 990,000 245,000
Inventory 1,780,000 825,000
Investment in Mathias 6,683,000 0
Equipment (net) 3,780,000 2,080,000
Patents 115,000 0
Unpatented technology 2,165,000 1,490,000
Goodwill 453,000 0
Total assets $ 16,053,000 $ 4,795,000
Accounts payable $ (889,000 ) $ (235,000 )
Long-term debt (1,000,000 ) (1,200,000 )
Common stock (8,200,000 ) (500,000 )
Retained earnings 12/31 (5,964,000 ) (2,860,000 )
Total liabilities and equity $ (16,053,000 ) $ (4,795,000 )

Required:

  1. Determine the fair value in excess of book value for Allison's acquisition date investment in Mathias.

  2. Prepare a worksheet to determine the consolidated values to be reported on Allison’s financial statements.

In: Accounting

Allison Corporation acquired all of the outstanding voting stock of Mathias, Inc., on January 1, 2020,...

Allison Corporation acquired all of the outstanding voting stock of Mathias, Inc., on January 1, 2020, in exchange for $6,387,500 in cash. Allison intends to maintain Mathias as a wholly owned subsidiary. Both companies have December 31 fiscal year-ends. At the acquisition date, Mathias’s stockholders’ equity was $2,125,000 including retained earnings of $1,625,000.

At the acquisition date, Allison prepared the following fair-value allocation schedule for its newly acquired subsidiary:

Consideration transferred $ 6,387,500
Mathias stockholders' equity 2,125,000
Excess fair over book value $ 4,262,500
to unpatented technology (8-year remaining life) $ 1,000,000
to patents (10-year remaining life) 2,750,000
to increase long-term debt (undervalued, 5-year remaining life) (225,000 ) 3,525,000
Goodwill $ 737,500

Postacquisition, Allison employs the equity method to account for its investment in Mathias. During the two years following the business combination, Mathias reports the following income and dividends:

Income Dividends
2020 $ 433,125 $ 25,000
2021 866,250 50,000

No asset impairments have occurred since the acquisition date.

Individual financial statements for each company as of December 31, 2021, follow. Parentheses indicate credit balances. Dividends declared were paid in the same period.

Allison Mathias
Income Statement
Sales $ (6,900,000 ) $ (4,025,000 )
Cost of goods sold 4,850,000 2,581,250
Depreciation expense 1,000,000 352,000
Amortization expense 492,500 140,500
Interest expense 105,000 85,000
Equity earnings in Mathias (511,250 ) 0
Net income $ (963,750 ) $ (866,250 )
Statement of Retained Earnings
Retained earnings 1/1 $ (5,590,000 ) $ (2,033,125 )
Net income (above) (963,750 ) (866,250 )
Dividends declared 560,000 50,000
Retained earnings 12/31 $ (5,993,750 ) $ (2,849,375 )
Balance Sheet
Cash $ 112,500 $ 180,500
Accounts receivable 1,075,000 287,500
Inventory 1,950,000 910,000
Investment in Mathias 6,901,875 0
Equipment (net) 3,950,000 2,139,500
Patents 157,500 0
Unpatented technology 2,250,000 1,575,000
Goodwill 512,500 0
Total assets $ 16,909,375 $ 5,092,500
Accounts payable $ (1,715,625 ) $ (543,125 )
Long-term debt (1,000,000 ) (1,200,000 )
Common stock (8,200,000 ) (500,000 )
Retained earnings 12/31 (5,993,750 ) (2,849,375 )
Total liabilities and equity $ (16,909,375 ) $ (5,092,500 )

Required:

  1. Determine the fair value in excess of book value for Allison's acquisition date investment in Mathias.

  2. Prepare a worksheet to determine the consolidated values to be reported on Allison’s financial statements.

In: Accounting