-
EBITDA and Credit Stretching
Earnings season will get underway next week. Banks should live up to their reputation as being boring albeit with pretty good results. Loan growth l more ...
-
Surrender a Universal Life Insurance Policy
What to do With an Underperforming Life Insurance Policy Several options exist for handling a universal life insurance policy that is no longer servin more ...
-
What’s Your Fraud IQ?
How well do you understand the foundational principles of an effective fraud risk management program? Take this quiz and find out. To read the full a more ...
-
Is an Initial Coin Offering a New Way to Raise Money?
What to do when an IPO requires too much legal work and is subject to regulation and finding a venture capital partner takes too long and is full of u more ...
-
How to Achieve Social Media Success in 15 Minutes or Less
Social media does not have to be time-consuming. Increase the effectiveness of your firm's social media outreach by connecting with the right people, more ...
-
Valuing Contingent or disputed Assets and Liabilities in Solvency Opinions
Part II of II This is a two-part article. In this second part, the authors discuss valuation and the approaches used to value contingent assets and li more ...
-
Valuing Contingent or Disputed Assets and Liabilities in Solvency Opinions
Part I of II This is a two-part article. A variety of methods may be appropriate, depending on the context, to value contingent or disputed assets or more ...
-
What the Courts are Saying
About the Use of Monte Carlo Simulation A number of our colleagues have released updated valuation and damages guidebooks. Despite these newer version more ...
-
Getting Paid
What Your Expertise is Worth When pursuing new engagements, financial consultants often face competition from others who are willing to accept below-m more ...
-
Using the Option Pricing Method Changes the Standard of Value
Does the IRS or Anyone Care? (Part II of II) Part one of this article presented the “current method” and “option pricing method” (OPM) for allocating more ...
-
FinTech—Origins and Prognosis
Greater Disruption and Change Awaits the Financial Services Industry FinTech, or financial technology, has disrupted the financing industry. The FinTe more ...
-
CPE
That Lands New Clients We have a large body of knowledge that teaches us how to do the work, but few resources that teach us how to get the work. And more ...
-
Best Practices for Electronic Use Policies
Defining Rights and Establishing Control to Protect Your Firm and Clients In this article, the authors propose best practices used to establish accept more ...
-
What is Your Employer Brand
and How Can You Make it Work for You? In this article, Dr. Frederiksen discusses branding and the value and importance of maintaining and creating a b more ...
-
Getting Paid
What Your Expertise is Worth When pursuing new engagements, financial consultants often face competition from others who are willing to accept below-m more ...
Valuing Contingent or disputed Assets and Liabilities in Solvency Opinions
Part II of II This is a two-part article. In this second part, the authors discuss valuation and the approaches used to value contingent assets and liabilities. Read Part I here. more ...
Amazon.com, Inc. and Subsidiaries v. Commissioner, 148 T.C. 8 (March 23, 2017)
Valuation of Intangible Assets Valuation practitioners may want to spend a few hours reading a recent U.S. Tax Court case where the valuation of intangible assets was squarely addressed. This QuickRead article highlights the facts and three issues addressed in the decision. more ...
Unimpeachably Neutral Expert Testimony
How to Tell the Whole Truth and Nothing but the Truth The often-unspoken truth is that many deposition or cross-examination questions that expert witnesses in the field of forensic accounting, business valuation, or matrimonial litigation will be asked are written to make the truth sound like a lie and a lie more ...
Common Fraud Red Flags
“I Should Have Known!” When you hear the news that someone was just arrested for committing fraud at their work, it is usually accompanied by fellow employees or managers saying one of two things. Either, “I never thought they were capable of stealing” or “I should have seen it coming.” Why do employers say t more ...
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 ...
Valuation of Compensation for Physician Services
Executive Services (Part II of IV) In the May/June 2017 issue of The Value Examiner, the authors gave a detailed description of how clinical services for physicians can be calculated. QuickRead is pleased to present an overview of this series, which will be presented in four parts. Please look for the more de more ...
Revisiting Modeling and Discounting Future Damages
The Case for Use of a Risk-Adjusted Rate in Damages Cases Robert Dunn and Everett Harry laid out a process for modeling and discounting future lost profits to present value in their article, Modeling and Discounting Future Damages. Not all experts agreed with the position presented by Dunn and Harry. In March more ...
Exit Planning as a Strategic Business Tool
Focus on Value Management In this article, the author discusses the importance of using business value as the baseline driver of business performance and how we use it as a measurement of success. more ...
FinTech—Origins and Prognosis
Greater Disruption and Change Awaits the Financial Services Industry FinTech, or financial technology, has disrupted the financing industry. The FinTech revolution has not only changed the financial services industry, but it has also changed specific sectors, including: retail banking, lending and financing, more ...
Book Review—Taxes and Value
The Ongoing Research and Analysis Relating to the S Corporation Valuation Puzzle What premium, if any, should S Corporations command? How reliable are the current models? How reliable is the evidence that supports the position of the leading U.S. Tax Court cases? What should valuation analysts and consultants more ...