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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 versions, none of these guidebooks discuss the use of statistics, modeling of time series, ARIMA, or Monte Carlo simulation. In this article, the author describes how the use of Monte Carlo simulation is gaining acceptance. ...

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Relevant Market Trends Influencing the Fair Value of Private Equity and Venture Capital Portfolio Investments

In our most recent issue of Portfolio Valuation: Private Equity and Venture Capital Marks and Trends, we provide a brief digest and commentary of some of the most relevant market trends influencing the fair value of private equity and venture capital portfolio investments.  In this blog, there are key highlights covered in our Second Quarter 2017 newsletter. To read the full article in Mercer Capital's Fina ...

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Some of the Biggest Estate-Planning Mistakes People Make

Estate Planning Missteps Create a Burden for Beneficiaries Mistakes such as failing to create an inventory of assets, having too many accounts or not including a see-through provision in a trust can complicate matters for beneficiaries who are left behind after a client dies.  Proactive planning can help simplify the situation for a client's loved ones. To read the full article in Kiplinger, click: Some of ...

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Accomplishing Estate Planning Goals through the Use of Partnership Income Tax Rules

Try this Tactic to Minimize Generation-Skipping Taxes Generation-skipping taxes and other issues can complicate the process of transferring wealth from one generation to another.  William Kriesel, CPA, PFS, explains how giving relatives a partnership interest in a family business can overcome some of these challenges. To read the full article in The CPA Journal, click: Accomplishing Estate Planning Goals th ...

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Use These Homegrown Tools to Figure out if You Could Retire Early

How to Retire in Your 30s or 40s The FIRE (Financial Independence, Retire Early) movement encourages people to save as much as half of their income in their early years so they can retire sooner and focus on other pursuits as they live off their investment portfolio.  Tom Anderson provides several retirement calculators and tools geared to the FIRE movement. To read the full article in CNBC, click: Use Thes ...

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U.S. Small Business Borrowing Drops to Six Month Low

Small Business Borrowing Falls to Lowest Point Since October Small business borrowing fell in April to its lowest point since October and was down five percent from April 2016, according to the Thomson Reuters/PayNet Small Business Lending Index.  The drop is seen as an indicator of potentially slowing economic growth. To read the full article in Reuters, click: U.S. Small Business Borrowing Drops to Six Mo ...

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Why Financial Planning Makes Sense for CPAs

How Personal Financial Planning Complements CPA Practices Adding personal financial planning services can help CPA firms build stronger bonds with clients and open up opportunities for referrals, writes Stuart Kessler, CPA, PFS.  He shares several techniques that can help your PFP practice, beginning with helping clients feel relaxed and comfortable during initial meetings.  CPAs who are interested in addin ...

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