Unique Circumstances When Calculating Lost Profits

Unique Circumstances When Calculating Lost Profits

Reliability of Client’s Data This article discusses how experts can handle the unique situation of receiving unreliable data. Litigation and appraisal literature will be reviewed a ...

Condition, Cause, and Outlook

Condition, Cause, and Outlook

Case Study on the Use of Visuals to Track Revenue, Expenses, and Process What is CCO? How is it used? The CCO technique has no traceable origin, but its application is self-evident ...

The Perils of the “Power of Substitution”

The Perils of the “Power of Substitution”

For “Intentionally Defective” Grantor Trusts (Part II of II) In this second and final part of this article, the author provides illustrations that showcase pitfalls to avoid when t ...

Accounting and Financial Services Firms’

Accounting and Financial Services Firms’

Top 5 Business Challenges The author discusses the top five business challenges identified by professional accounting and financial services firms, and proposes ways professionals ...

Selling Yourself

Selling Yourself

Tips for Marketing Your Skills and Services Whether you are just starting your career, considering going out on your own, or expanding your business, there are three steps that wil ...

The Perils of the “Power of Substitution”

The Perils of the “Power of Substitution”

For “Intentionally Defective” Grantor Trusts (Part I of II) The power of substitution is held by the settlor of a grantor trust if this power is provided by the trust instrument. T ...

Application of the Sales Projection Method

Application of the Sales Projection Method

In Measuring Trustee Breach of Fiduciary Duty Damages (Part II of II) The second part of this article focuses on the methodologies employed to quantify the economic damages when a ...

  • Accounting and Financial Services Firms’

    Top 5 Business Challenges The author discusses the top five business challenges identified by professional accounting and financial services firms, an more ...

    June 06, 2018
  • Selling Yourself

    Tips for Marketing Your Skills and Services Whether you are just starting your career, considering going out on your own, or expanding your business, more ...

    May 30, 2018
  • Want a Better Practice?

    Perform a File Autopsy! We live and die in/by our engagements. Bet you never thought of it that way. But really, tell me life isn’t just peachy when y more ...

    May 16, 2018
  • Top 3 Growth Strategies

    For Accounting and Financial Services Firms In this article, Hinge presents its newest study of how professional services firms go to market—and for a more ...

    May 02, 2018
  • Why You Need an Elevator Pitch

    And How to Create one The author discusses why one needs an elevator speech and how to prepare the elevator speech. If you have such a speech, how is more ...

    April 02, 2018

The Perils of the “Power of Substitution”

For “Intentionally Defective” Grantor Trusts (Part II of II) In this second and final part of this article, the author provides illustrations that showcase pitfalls to avoid when the power of substitution is exercised. Read Part I here. more ...

June 06, 2018

Unique Circumstances When Calculating Lost Profits

Reliability of Client’s Data This article discusses how experts can handle the unique situation of receiving unreliable data. Litigation and appraisal literature will be reviewed as will the author’s handling of unreliable data in a recent lost profits case. In the end, warning signs will be reviewed to alert more ...

June 13, 2018

Impeaching the Unimpeachable

My Testimonial Experience Prior to Taking the Witness Stand One unintended consequence of writing unimpeachably neutral expert reports is that often nobody wants to hear what you have left to say. After having spent nearly two years working as an expert witness, authoring an uncounted number of expert reports more ...

February 28, 2018

Condition, Cause, and Outlook

Case Study on the Use of Visuals to Track Revenue, Expenses, and Process What is CCO? How is it used? The CCO technique has no traceable origin, but its application is self-evident and imminently practical. The technique is typified by its initialism, i.e., CCO that self-describes the process: what is the con more ...

June 13, 2018

The Importance of Forensic Accounting

Analysis in Matrimonial Matters As forensic accountants, we may be called upon to determine the value of the marital estate. Frequently, we either receive an avalanche of documents or very few documents. How do we distinguish what is valuable versus what is not? Why is the information so important in our fore more ...

June 07, 2017

The Due Diligence Imperative

Healthcare Regulatory Environment (Part III of VI) In the March/April 2018 issue of The Value Examiner, the author underscores the importance of undertaking rigorous due diligence to better understand the regulatory burdens and operational risks notwithstanding efforts to repeal and replace. more ...

May 23, 2018

Unique Circumstances When Calculating Lost Profits

Reliability of Client’s Data This article discusses how experts can handle the unique situation of receiving unreliable data. Litigation and appraisal literature will be reviewed as will the author’s handling of unreliable data in a recent lost profits case. In the end, warning signs will be reviewed to alert more ...

June 13, 2018

Accounting and Financial Services Firms’

Top 5 Business Challenges The author discusses the top five business challenges identified by professional accounting and financial services firms, and proposes ways professionals can readily address those issues. more ...

June 06, 2018

How is the Section 199A Deduction determined?

Underlying Policy Identified The pass-through entity, that legal entity structure that has given valuators consternation over the years, is back in the news thanks to the Tax Cut and Jobs Acts (TCJA) signed into law at the end of 2017. According to the Joint Commission on Taxation, business owners filed 35.3 more ...

April 11, 2018

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