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An Economist Explains What Happens if There is Another Financial Crisis
The financial crisis of 2008 may have started in the U.S. banking sector but it went on to unleash the deepest global recession since the Great Depres more ...
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How I Stopped Worrying and Learned to Love the Next-Gen Takeover
It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago. To read the full article in more ...
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One in Three Say Their Employer Won’t Consider Culture Improvements
A third of staff think their employer is “stuck in its ways” and will not consider how to improve its culture—which could lead to increased staff turn more ...
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How Beneficiaries Can Determine IRA Basis
Tracking IRA basis is critical for avoiding double taxation of assets, but this can be especially difficult for those who inherit retirement accounts. more ...
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Grappling with the College Debt Burden
Some baby boomers are taking out loans or using their retirement savings to help fund their children's education. This, in turn, is contributing to th more ...
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An Unimpeachably Neutral Message from the Standards Board Chair
A Neutral Approach to Unimpeachable Standards C. Zachary Meyers, CPA. CVA, the author of this article, is NACVA’s Standards Board (SDB) Chair. The SDB more ...
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Limit on Deductions for Executive Compensation at Public Companies
The Limits Applied to Public and Private Companies The Tax Cuts and Jobs Act (TCJA) made important changes to Section 162(m) of the Internal Revenue C more ...
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How Not to Use Duff & Phelps Data
A Discussion of Rover Pipeline, LLC v. 10.55 Acres of Land, More or Less, in Ashland County, Ohio, et al. “In God we trust. All others must bring data more ...
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The Case of the Missing Post-Acquisition Income
Finding the Culprits Whatever happened to the expected post-acquisition income? The author identifies the potential culprits. One of my favorite games more ...
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The Most Underutilized Tool in Business Valuation
The Use of Common Sense and Experience The acceptance of tools such as Monte Carlo simulation and Option Pricing models has changed our ability to val more ...
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How to Use Keywords in Your Blog Post
Beyond Keyword Placement—An Illustration for Search Engines to Find You In previous QuickRead articles, the author discussed the role blogging can pla more ...
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Cyber Threats
Understand the Cyber Security Threat Landscape and Threats to the Accounting Industry Do you feel like your firm’s data is safe? Do you feel like your more ...
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The Illusion of Value: Everything is Changing
Consider Michael Jackson, the Empire State Building, and Myriad of Value Drivers (Part II of II) In this concluding article, the second of a two-part more ...
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Seven Strategies for Expanding Your E-mail List
Options that Provide Superior Results Compared to Renting Marketers of accounting and valuation firms have long used e-mail marketing to nurture new a more ...
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The Illusion of Value
Everything is Changing (Part I of II) In this two-part article, the authors present some illustrations that indicate the illusion of value of many bus more ...
An Unimpeachably Neutral Message from the Standards Board Chair
A Neutral Approach to Unimpeachable Standards C. Zachary Meyers, CPA. CVA, the author of this article, is NACVA’s Standards Board (SDB) Chair. The SDB was formed in 2016. The SDB’s purpose is to promulgate NACVA’s Standards, including the development of interpretations, amendments, restatements, and new relea more ...
Case Law Update
April 2019 In the first quarter of 2019, there were no reported U.S. Tax Court cases involving either business, estate, or FLP valuation issues. Notwithstanding the above, there were several cases that valuation and litigation support professionals will want to consider. In this article, five recent cases are more ...
Expert Witness Exchange: CVAs
and Expert Witnessing In this article, the Expert Witness Exchange (EWE) discusses expert witness opportunities available to CVAs. As a Certified Valuation Analyst (CVA), there is a vast array of employment opportunities you can pursue. One area that may not be as obvious is the ability to play a crucial role more ...
The Intersection of Advocacy and Financial Forensics
The Role of the Expert in 21st Century Dispute Resolution—A Recovering Judge’s Perspective As technology evolves, the role of the expert and the interplay between experts and the judiciary will evolve. This change is already underway. In this article, QuickRead presents the presentation made by Retired Judge more ...
Small Business Valuations
Using Forensic Accounting Valuing the small business is how most valuators earn their living. These small businesses pose as much issues to valuation professionals as they do for tax, accounting, and legal professionals by providing these entities with advice. The issues are wide-ranging, and the purpose of t more ...
Private Equity Investment in the Healthcare Industry
Private Equity’s Fast and Furious Entry into Healthcare (Part III of III) The third of this three-part series examines why private equity and venture capital firms are targeting the healthcare industry and the issues that they encounter managing their healthcare portfolio. Private equity (PE) and venture capi more ...
Economic Damages
in Not-for-Profit Entities There is an established body of knowledge that addresses economic damages in connection with for-profit organizations, but little about how these concepts apply to not-for-profit organizations. In this article, the author sets forth how those concepts apply to charitable organizatio more ...
The Case of the Missing Post-Acquisition Income
Finding the Culprits Whatever happened to the expected post-acquisition income? The author identifies the potential culprits. One of my favorite games as a kid was the murder-mystery classic Clue. How many of you remember trying to deduce the culprit, the murder weapon and the room in which the attack took pl more ...
How to Use Keywords in Your Blog Post
Beyond Keyword Placement—An Illustration for Search Engines to Find You In previous QuickRead articles, the author discussed the role blogging can play when marketing a firm’s services. When relevant articles are written and posted on a website, those articles can be found by prospects who are looking to solv more ...
Tax/Personal Financial Planning
Avoid Traps with a Timely Appraisal New basis-consistency requirements make defensible valuations of inherited property even more important. Informed taxpayers are aware that only the wealthiest individuals should have concerns about the federal estate and gift tax, for gifts given and decedents dying in 2018 more ...
