Looking Back to Go Forward

Looking Back to Go Forward

A Review of the Basics for Lost Profits (Part III) This is the third installment of this series. The first part provided an overall introduction to this review of the basics for lo ...

Key Insights into Valuing Companies in the Real Estate Sector

Key Insights into Valuing Companies in the Real Estate Sector

The Consistency of Data and Trends The real estate sector encompasses a variety of activities, limited only by the imagination, including: selling, leasing, management, development ...

Financial Statement Fraud

Financial Statement Fraud

Taking Another Look at Perpetrators and Their Schemes—Can a Testifying Expert Witness Rely on the Financial Statements and/or Other Financial Reports Provided? For more than a deca ...

Voidable Transfers at Issue in Sandy Hook Litigation

Voidable Transfers at Issue in Sandy Hook Litigation

The Statute of Elizabeth Lives On The Sandy Hook school massacre is the subject of multiple pending litigations commenced by the families of students killed in the tragedy. Alt-rig ...

Law Introduced to Stop Medicare Sequestration

Law Introduced to Stop Medicare Sequestration

Valuation Implications On September 13, 2022, Representatives Ami Berra (D-CA-7) and Larry Bucshon (R-IN-8) introduced the Supporting Medicare Providers Act of 2022 (H.R. 8800), wh ...

Successful Marketing is All About Commitment and Consistency

Successful Marketing is All About Commitment and Consistency

No matter what marketing strategies we use, we must be committed to them—and be consistent with them—if we want to see results. Intuitively, we know this is true. But it’s not what ...

Analyst Consideration of Negative Influences on S Corporation Business Values

Analyst Consideration of Negative Influences on S Corporation Business Values

(Part II of II) There are special tax considerations related to the transfer of S corporation stock at the time of the owner’s death. Therefore, owners of S corporation stock must ...

Key Insights into Valuing Companies in the Real Estate Sector

The Consistency of Data and Trends The real estate sector encompasses a variety of activities, limited only by the imagination, including: selling, leasing, management, development, appraisal, title services, and investment. When valuing businesses linked to the real estate market, whether directly or indirec more ...

December 07, 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

Financial Statement Fraud

Taking Another Look at Perpetrators and Their Schemes—Can a Testifying Expert Witness Rely on the Financial Statements and/or Other Financial Reports Provided? For more than a decade, the Association of Certified Fraud Examiners (ACFE) has published its report on global occupational fraud. The term occupation more ...

November 30, 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

Law Introduced to Stop Medicare Sequestration

Valuation Implications On September 13, 2022, Representatives Ami Berra (D-CA-7) and Larry Bucshon (R-IN-8) introduced the Supporting Medicare Providers Act of 2022 (H.R. 8800), which aims to infuse the Medicare Physician Fee Schedule (MPFS) with a 4.42% funding increase for 2023. With a bipartisan coalition more ...

November 16, 2022

Looking Back to Go Forward

A Review of the Basics for Lost Profits (Part III) This is the third installment of this series. The first part provided an overall introduction to this review of the basics for lost profits. The second part reviewed the similarities and differences between estimating lost profits and litigious based business more ...

December 07, 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

Successful Marketing is All About Commitment and Consistency

No matter what marketing strategies we use, we must be committed to them—and be consistent with them—if we want to see results. Intuitively, we know this is true. But it’s not what many practitioners do in real life. The author shares two strategies that are needed to successfully market services. No matter w more ...

November 16, 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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