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How to Avoid Misunderstandings in Multicultural Workplaces
Global companies have long expected talent from all over the world to work together, whether remotely or in the same location. McKinsey research has more ...
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Is it Possible to Create Tax-Free Income for Life? Tax Strategy Scan
Clients can use tax-free, non-alternative minimum tax municipal bonds to create a source of tax-free income, an advisor on CNBC writes. While long-te more ...
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Will #MeToo Come to Wealth Management Next?
Influential figures such as Hollywood powerbroker Harvey Weinstein and casino mogul Steve Wynn have had their careers ended amid allegations of sexual more ...
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How We Will Learn to Love Big Data in 2018
Leading futurist and keynote speaker Ross Dawson, who regularly consults to accounting, finance, and banking bodies, spoke with Chris Sheedy about the more ...
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New IFRS Conceptual Framework Revises Foundational Reporting Concepts
In completing the comprehensive project to change the conceptual framework, the International Accounting Standards Board (IASB) confirmed the objectiv more ...
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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 sho more ...
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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 provi more ...
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Chasing the Elusive Butterfly of Volatility
Accepting and Rejecting Data from Public Company Data Valuation analysts who, for whatever reason, eschew the publicly traded guideline company method more ...
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The SWS Group, Inc., Chancery Court Appraisal Decision
Fair Value Not Based on the Merger Price (Part II of II) This is the second of a two-part article (read part one here) that focuses on the SWS Group, more ...
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The SWS Group, Inc., Chancery Court Appraisal Decision
Fair Value Not Based on the Merger Price, Part I of II This is a two-part article that focuses on the SWS Group Inc. case and the interplay between me more ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Castle of Dreams
or a Ball and Chain In this article, the author discusses his views on how to value a funeral home. more ...
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 ...
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 ...