The Evolution of Fraudulent Schemes

The Evolution of Fraudulent Schemes

Increased Misuse and Sophistication of AI to Commit Digital Fraud The level of sophistication used by fraudsters continues to increase. Fraudsters are using voice recognition and v ...

Marketing Isn’t About Us

Marketing Isn’t About Us

It’s About Them What is the purpose of marketing? While credentials are helpful, the profession needs to reevaluate the strategies used. In this article, Rod Burkert reminds us of ...

Healthcare Spending Projected to Exceed $8.5 Trillion by 2033

Healthcare Spending Projected to Exceed $8.5 Trillion by 2033

Healthcare Cost Drivers CMS found that overall healthcare spending growth has decreased slightly but is still elevated compared to pre-pandemic levels and is expected to continue t ...

Recalibrating the Destabilized U.S. Property Insurance Industry

Recalibrating the Destabilized U.S. Property Insurance Industry

Navigating Climate Risks, Financial Forensics, and Innovative Solutions Forensic accounting plays a crucial role in modernizing climate risk insurance models. As climate change int ...

The Perfect Healthcare Storm

The Perfect Healthcare Storm

Budget Cuts, Payment Freezes, and Tariffs In an attempt to continue tracking the latest actions of the federal government’s legislative and executive branches affecting the healthc ...

Tariffs and Uncertainty

Tariffs and Uncertainty

Dissecting the Impact on Valuation Drivers What impact, if any, will the imposition of tariffs have on the valuation of assets? How will the imposition of tariffs impact modeling? ...

Essential Factors in Deciding

Essential Factors in Deciding

Whether to Establish an ESOP Not all companies are fit for an ESOP. The decision to create an ESOP is a significant one, and it requires careful evaluation beyond enthusiasm or the ...

  • Marketing Isn’t About Us

    It’s About Them What is the purpose of marketing? While credentials are helpful, the profession needs to reevaluate the strategies used. In this artic more ...

    July 16, 2025
  • How Do You Come Up with a Price?

    It is About Solving the Dollar Value Problem How do you price your business valuation engagement? What about a litigation support engagement? In this more ...

    June 17, 2025
  • How to Excel at BVFLS Practice Development

    The Four Pillar Framework Rod Burkert has been spreading the gospel about BVFLS practice development since 2013. In this article, he discusses a frame more ...

    May 14, 2025
  • AI Managed My Work Schedule for Two Weeks

    and My Productivity Doubled How can one materially improve productivity in just two weeks? In this article, the author describes how she allowed artif more ...

    May 07, 2025
  • What Do I Get by Hiring You?

    Self-reflection and the Engagement Process The buying process begins when a prospect or a referral source considers you for a new engagement, or when more ...

    April 16, 2025

Tariffs and Uncertainty

Dissecting the Impact on Valuation Drivers What impact, if any, will the imposition of tariffs have on the valuation of assets? How will the imposition of tariffs impact modeling? In this article, the author shares his thoughts on the various factors and industries that valuation professionals must weigh to p more ...

July 02, 2025

Legal Update: May 2025

Galiotos v. Galiotos—The Tale of a Sibling Feud This legal update provides a summary of how the trial and appellate courts addressed a dispute amongst siblings that were co-trustees of trusts holding commercial real estate assets. The case provides valuation and litigation support professionals an opportunity more ...

May 28, 2025

Accounting Expert Witness Reliably Calculates the Quantum of Monetary Harm

The Court Assess Substantive and Procedural Advanced to Disqualify Expert Witness This article provides an in-depth review of a recent infringement, unfair competition and cybersquatting where Plaintiff sought disgorgement of profits. The case highlights procedural and substantive arguments advanced during li more ...

January 29, 2025

The Evolution of Fraudulent Schemes

Increased Misuse and Sophistication of AI to Commit Digital Fraud The level of sophistication used by fraudsters continues to increase. Fraudsters are using voice recognition and voice swapping, as well as other generative AI tools that continue to evolve. It is critical to constantly reassess internal contro more ...

July 16, 2025

Detecting AI-Generated Content

How Forensic Accountants and Business Valuation Professionals Can Give AI a “Run for its Money” As AI proliferates, business valuation and forensic accountants will need to distinguish between human-authored and AI assisted/generated content. Significantly, AI generated content, as of the date of writing, is more ...

January 22, 2025

Healthcare Spending Projected to Exceed $8.5 Trillion by 2033

Healthcare Cost Drivers CMS found that overall healthcare spending growth has decreased slightly but is still elevated compared to pre-pandemic levels and is expected to continue to moderately grow. This article examines the factors underlying the forecasts. On June 25, 2025, the Centers for Medicare and Medi more ...

July 09, 2025

The Evolution of Fraudulent Schemes

Increased Misuse and Sophistication of AI to Commit Digital Fraud The level of sophistication used by fraudsters continues to increase. Fraudsters are using voice recognition and voice swapping, as well as other generative AI tools that continue to evolve. It is critical to constantly reassess internal contro more ...

July 16, 2025

Preparing for Sale

Financial Due Diligence Preparation and readiness for the sell-side process will contribute to maximizing the value of your company and mitigate the risk of surprises at the critical stages of the proposed transaction. The author shares what to expect in a sell-side engagement and what can be done to exit suc more ...

November 06, 2024

Marketing Isn’t About Us

It’s About Them What is the purpose of marketing? While credentials are helpful, the profession needs to reevaluate the strategies used. In this article, Rod Burkert reminds us of what the profession may consider to market the services effectively. Have you wondered why it’s getting harder to reach the leads more ...

July 16, 2025

A Primer on Establishing Trusts and its Taxation

Grantor Trust—Living Trusts to Irrevocable Trusts and their Taxation This article provides the general rules which are applicable for many and sometimes almost every situation, but with taxes and legal issues there are very few absolutes and almost everything has exceptions. That is why competent and experien more ...

September 01, 2021

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