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Seize the Opportunity
Strategic Gifting Before 2026 The Tax Cuts and Jobs Act of 2017 presented an opportunity by significantly raising lifetime gift and estate tax exclusi more ...
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Unimpeachably Neutral Professional Judgment
Is AI the Death of Professional Judgment or its Reincarnation Only with careful oversight and the application of seasoned professional judgment can AI more ...
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Can Brands Be Valued Using Relief from Royalty Method Only?
Guidance from AICPA’s 2024 Accounting and Valuation Guide—Business Combinations There are various methods used to value intangible assets. The relief more ...
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Understanding the Biden Administration’s NPRM on “Adequate Consideration”
And the Trump Administration’s Freeze This article is the latest installment of QuickRead articles on ESOP regulations. Specifically, it focuses on th more ...
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Business Valuation in Shareholder Disputes
Addressing the Value and Professional Standards Issues in the Engagement Resolving a shareholder dispute often requires determining the value of a sha more ...
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Leveraging Generative AI in Complex Investigations
Effective Use of AI in Complex Investigations Investigators need better ways to sift through vast quantities of data to find the information at the he more ...
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The Intersection of Advocacy and Financial Forensics
The Role of the Expert in 21st Century Dispute Resolution Almost five years ago, the author penned an article published in NACVA’s QuickRead April 14, more ...
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What is Your Privacy Fine Exposure?
From $600 to Over $1 Billion The EU General Data Protection Regulation (GDPR) and other data protection regulations apply to the smallest sole practit more ...
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Strategies to Avoid Cyber Insurance Claim Challenges
Part II of II In the previous article, we posed a series of questions to consider when purchasing cyber insurance. In Part II, the authors identify no more ...
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Strategies to Avoid Cyber Insurance Claim Challenges
Part I of II When companies suffer a cyber incident, they often look to their insurance policy for coverage to help mitigate financial exposure. Addit more ...
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Differentiate Yourself by Taking a Stand Against Something in Our Industry
Take Up an Informed Contrarian View to Disrupt the Business Valuation Profession What frustrates you about our industry? Do you think your prospects, more ...
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Data Privacy for the Future
Strategies to Limit Digital Risk and Liability In this article, the author looks back at predictions made in the 2014 Pew Research. Reflecting on this more ...
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Your Three Greatest Fears About Niching
You are not Limiting Yourself There is a lot of disruption going on in the BVFLS industry and you should give niching a fair shot if you have more of more ...
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Should AI be Disclosed?
Recognize Ethical and Professional Standards of Using AI AI is pervasive and promises to fundamentally transform business operations, education, and d more ...
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I Want to Build My Authority Writing
What Do I Write About? Writing is an effective way to convey expertise and also a marketing devise. In this article, Rod Burkert shares who he writes more ...
Seize the Opportunity
Strategic Gifting Before 2026 The Tax Cuts and Jobs Act of 2017 presented an opportunity by significantly raising lifetime gift and estate tax exclusions, but this window is closing soon. With the exclusions set to expire at the end of 2025, there is an urgency to plan your gifts sooner than later. Imagine it more ...
Legal Update: March 2025
Matter of Weber—Challenges to a Trustee’s Accounting Go Awry Serving as a Trustee of a Trust is difficult. In the case presented, a trust beneficiary alleged that the trustee—his aunt—breached her fiduciary duty. The trust beneficiary retained an expert in connection to this claim and this did not go well for more ...
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 ...
Leveraging Generative AI in Complex Investigations
Effective Use of AI in Complex Investigations Investigators need better ways to sift through vast quantities of data to find the information at the heart of the matter. This article examines a more efficient approach to complex investigations with Generative AI. The information in this article is intended to more ...
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 ...
Fast and Furious
Healthcare Policy Edition During his two months in office, President Trump’s administration has called for significant changes at a fast and furious pace, with several healthcare agencies and programs across the U.S. Department of Health and Human Services (HHS) targeted. To keep up with the latest actions of more ...
Measuring Damages Involving Individuals
What is an Injured Party Worth? The Forensic and Valuation Services division of the AICPA and CIMA issued a Practice Aid in 2020 on Measuring Damages Involving Individuals. This Practice Aid supersedes AICPA Forensic and Valuation Services Practice Aid 98-2, Calculation of Damages from Personal Injury, Wrongf more ...
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 ...
Differentiate Yourself by Taking a Stand Against Something in Our Industry
Take Up an Informed Contrarian View to Disrupt the Business Valuation Profession What frustrates you about our industry? Do you think your prospects, clients, and referral sources might feel the same way? What if you took a stand? What if you stood out by promising something different than the standard operat more ...
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 ...