Best Practices for Bankruptcy-Related Property Appraisals

Best Practices for Bankruptcy-Related Property Appraisals

Part III of IV This four-part article summarizes what valuation specialists in all property appraisal disciplines (herein called “appraisers”), company managements, and their legal ...

The Role of Forensic Accountants in Measuring and Detecting Fraud in Employee Loss Claims

The Role of Forensic Accountants in Measuring and Detecting Fraud in Employee Loss Claims

With Examples From Asset Misappropriation to Financial Statement Fraud (Part I of II) This two-part article focuses on the two significant, but different, roles forensic accountant ...

Best Practices for Bankruptcy-Related Property Appraisals

Best Practices for Bankruptcy-Related Property Appraisals

Part II of IV This article is part two (read Part I here) of a four-part series related to the bankruptcy-related appraisal of industrial and commercial company real estate and rea ...

Valuing a Pass-Through Entity for Gift and Estate Purposes

Valuing a Pass-Through Entity for Gift and Estate Purposes

Tax Saving Tips for Small Business Owners This article discusses the recently issued Rev. Proc. 2022-32. The revenue procedure also serves to remind every estate planner that the d ...

Updates in the Exit Planning Market

Updates in the Exit Planning Market

Third Quarter 2022 2021 was a significant year for business owners who chose to exit via a sale of their privately held businesses. The government’s response to the COVID-19 pandem ...

Best Practices for Bankruptcy-Related Property Appraisals

Best Practices for Bankruptcy-Related Property Appraisals

Part I of IV This is the first article of a four-part series. This initial article summarizes the generally accepted property appraisal approaches and methods that appraisers typic ...

The Appraisal Process

The Appraisal Process

An Outline for Making Awards Useful and Final (Part III of III) Appraisal is a frequently used and often maligned method to adjudicate disputes in the property insurance world. Typ ...

  • We are Just Like Our Clients and Prospects

    Why isn’t that client opting for the higher level of service? Why hasn’t that prospect accepted my proposal? Why can’t these people see the value in w more ...

    September 14, 2022
  • Getting Rid of Drag and Waste

    From week to week, we need to work on making our practices better and more effective. It can be hard. It takes a commitment of time and effort, energy more ...

    August 17, 2022
  • Working While “Mom-ing”

    Has Work-Life Balance Changed After COVID-19? In this article, the author shares a personal story regarding how the COVID-19 outbreak affected her rol more ...

    July 27, 2022
  • 6 Rules I Follow to Get the Big Stuff Done

    We all need to get everyday work stuff done. Often though, doing the everyday work stuff leaves little time to get the big work stuff done. Stuff that more ...

    July 13, 2022
  • How to Get Critical Client Feedback

    This article builds on the author’s May 11, 2022 “Being Different is More Profitable Than Being Better” article. In this article, the author provides more ...

    June 15, 2022

Best Practices for Bankruptcy-Related Property Appraisals

Part III of IV This four-part article summarizes what valuation specialists in all property appraisal disciplines (herein called “appraisers”), company managements, and their legal counsel need to know about property appraisals prepared within a bankruptcy environment. For purposes of this discussion, the ter more ...

October 05, 2022

Legal Update

September 2022 This article summarizes Agnelli v. Lennox Miami Corp., 2022 U.S. Dist. LEXIS 125346, 2022 WL 2788875 (S.D.Fl. July 14, 2022). This state of Florida case shows that nepotism does not always work out so well. The case involves misappropriation of corporate money, fair value valuations, the use of more ...

August 24, 2022

The Unimpeachable Rebuttal

Pearls Clutched and Loaded Have you ever read an opposing expert’s rebuttal of your expert report that left you clutching your pearls the rest of the day? With over 2,000 cases under my belt, I have had some true works of fiction written about me and still can be found clutching my proverbial pearls from time more ...

August 11, 2021

The Role of Forensic Accountants in Measuring and Detecting Fraud in Employee Loss Claims

With Examples From Asset Misappropriation to Financial Statement Fraud (Part I of II) This two-part article focuses on the two significant, but different, roles forensic accountants play in quantifying employee losses and how—in the normal course of the analysis—they may find instances of fraud that require f more ...

October 05, 2022

The Role of Forensic Accountants in Measuring and Detecting Fraud

in Inventory Loss Claims Insurance claims for loss of inventory are generally examined by insurance carriers. The carrier will retain a forensic accountant who has the ability to quantify out of sight inventory losses. Out of sight inventory losses occur when the accountant is not able to physically count the more ...

July 06, 2022

Update on 2023 Proposed Healthcare Payment Rules

Valuation Implications Over the past couple of months, the Centers for Medicare & Medicaid Services (CMS) released the proposed rules for several of its payment schedules, indicating the state of healthcare reimbursement for the next year. This article briefly summarizes these proposed payment rules and d more ...

August 03, 2022

The Appraisal Process

An Outline for Making Awards Useful and Final (Part III of III) Appraisal is a frequently used and often maligned method to adjudicate disputes in the property insurance world. Typically, appraisal is used for the purposes of evaluation only and will not bring finality to a claim in which coverage, or, in cer more ...

September 14, 2022

Updates in the Exit Planning Market

Third Quarter 2022 2021 was a significant year for business owners who chose to exit via a sale of their privately held businesses. The government’s response to the COVID-19 pandemic pumped billions of dollars into the economy, helping to drive a robust mergers and acquisitions market led by aging baby boomer more ...

September 21, 2022

We are Just Like Our Clients and Prospects

Why isn’t that client opting for the higher level of service? Why hasn’t that prospect accepted my proposal? Why can’t these people see the value in what I do? Can’t they see I’m an investment, not a cost? Oh, sorry—I’m not talking about your clients and prospects. I’m speaking for your current and potential more ...

September 14, 2022

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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