-
Amazon, Whole Foods, and Value Implications
When and how do externally-driven events affect company value? What certain events constitute meaningful data points from a valuation perspective? A more ...
-
Is it Time to Ban Meetings?
Unproductive meetings are unpopular with workers and costly for businesses. Experts advise companies to treat meetings as a last resort and to focus more ...
-
Don’t Let Clients’ Retirement Fall into this Trap
Self-directed IRAs and 401(k)s are increasingly popular. CPAs are well-positioned to help clients ensure their retirement savings in these accounts d more ...
-
Does it Matter Who Drives Uber?
Acknowledged king of the unicorns, Uber has raised over $8.8 billion of private funding since its founding in 2009, most recently at an equity value r more ...
-
IRS Notice Response Tips Everyone Should Know
Knowing what to do when your client receives a notice from the Internal Revenue Service can be a useful skill. Here are 13 pointers, from what to do 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 ...
-
Using the Option Pricing Method Changes the Standard of Value
Does the IRS or Anyone Care? (Part I of II) In part one of this two-part article, the author presents the two methods for allocating value to common s more ...
-
Protect Yourself from Anti-Kickback Penalties
What Physicians Don’t Know About Their Agreements Could Hurt Them Nearly 45 years after the enactment of the federal Anti-Kickback Statute, it is stil 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 intan 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 ...
-
5 Common Mistakes to Avoid in Marketing Your Firm
Time to Evaluate Your Marketing Plans to Address Those Avoidable Mistakes In this article, Dr. Frederiksen describes five mistakes to avoid marketing more ...
-
Five Key Findings in Our Survey
of Accounting and Financial Services Firms In this article, Dr. Frederiksen discusses five key findings derived from a Hinge Marketing Survey of accou more ...
-
How to Show Clients You are the Expert They Need
7 Keys to Becoming a Visible Expert In this article, Dr. Frederiksen discusses seven keys to becoming a visible expert. more ...
-
Changing the Workplace Narrative
Assess Change, Communication, Control, and Emotions before Implementing Changes Exploring change, communications, control issues, and emotions is ofte 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-market rates. This fee-based competition can be demoralizing and frustrating, but the tips shared in this article may help. 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 ...
Unimpeachable Neutrality
How to Silence the Hired Gun While evidentiary rules and ethical codes issued by professional bodies like the NACVA and AICPA prohibit accounting and valuation experts from taking an advocate position, the adversarial nature of the U.S. legal system creates a market which at times demands a “hired gun” expert 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 ...
Protect Yourself from Anti-Kickback Penalties
What Physicians Don’t Know About Their Agreements Could Hurt Them Nearly 45 years after the enactment of the federal Anti-Kickback Statute, it is still not uncommon to hear of physicians facing bribery allegations, large settlement amounts, and even jail time for breaking the statute’s anti-fraud measures. Wh 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 ...
Preparing For the Sale of Your Business
Negotiating, Structuring, and Reaping the Reward The authors share their views on what business owners should consider doing in anticipation of selling their business. The authors also share structuring considerations to close the transaction and reap the reward. 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-market rates. This fee-based competition can be demoralizing and frustrating, but the tips shared in this article may help. 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 ...