Exploring the Narcissist’s Playbook of Financial Games

Exploring the Narcissist’s Playbook of Financial Games

From a Forensic Expert’s Perspective The authors share personal stories regarding the challenges they have faced in cases that involve people with diagnosed and undiagnosed narciss ...

How Do You Come Up with a Price?

How Do You Come Up with a Price?

It is About Solving the Dollar Value Problem How do you price your business valuation engagement? What about a litigation support engagement? In this article, Rod Burkert discusses ...

Calculating Personal Damages

Calculating Personal Damages

A Review of the U.S. Supreme Court’s Pfeifer Decision For those interested in working in the personal damages area, a review of the U.S. Supreme Courts’ Pfeifer decision is essenti ...

The Macroeconomics of U.S. Tariffs, Global Retaliation, and Shifting Trade Dynamics

The Macroeconomics of U.S. Tariffs, Global Retaliation, and Shifting Trade Dynamics

Impact on Business Valuations Tariffs have long served as a tool for national governments to protect domestic industries, correct trade imbalances, or as leverage in international ...

From Forecast to Flawed Assumptions and a Speculative Basis

From Forecast to Flawed Assumptions and a Speculative Basis

Court Dismisses Accounting Expert’s Testimony in Packaging Lawsuit Daubert motions are commonly raised to exclude experts. In this article, the author underscores the importance of ...

The Value of Simple Analytics in Financial Investigations

The Value of Simple Analytics in Financial Investigations

A Case Study In this article, the author uses a case study to explore how forensic accountants used analytics to identify discrepancies in financial records and support financial i ...

Legal Update: May 2025

Legal Update: May 2025

Galiotos v. Galiotos—The Tale of a Sibling Feud This legal update provides a summary of how the trial and appellate courts addressed a dispute amongst siblings that were co-trustee ...

Exploring the Narcissist’s Playbook of Financial Games

From a Forensic Expert’s Perspective The authors share personal stories regarding the challenges they have faced in cases that involve people with diagnosed and undiagnosed narcissists disorders. Men and women with this disorder are especially challenging and the authors share what they have learned to mitiga more ...

June 17, 2025

Legal Update: May 2025

Galiotos v. Galiotos—The Tale of a Sibling Feud This legal update provides a summary of how the trial and appellate courts addressed a dispute amongst siblings that were co-trustees of trusts holding commercial real estate assets. The case provides valuation and litigation support professionals an opportunity more ...

May 28, 2025

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 ...

January 29, 2025

The Value of Simple Analytics in Financial Investigations

A Case Study In this article, the author uses a case study to explore how forensic accountants used analytics to identify discrepancies in financial records and support financial investigations. Introduction While we traditionally think of forensic accounting as the specialized area of accounting that focuses more ...

June 04, 2025

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 ...

January 22, 2025

Hospital Finances Held Steady

In First Month of 2025 In the first month of 2025, hospital revenue and expenses both increased, balancing each other out and resulting in continued steady financial performance for hospitals, according to Kaufman Hall’s January 2025 National Hospital Flash Report. This article reviews the report and the curr more ...

April 09, 2025

Exploring the Narcissist’s Playbook of Financial Games

From a Forensic Expert’s Perspective The authors share personal stories regarding the challenges they have faced in cases that involve people with diagnosed and undiagnosed narcissists disorders. Men and women with this disorder are especially challenging and the authors share what they have learned to mitiga more ...

June 17, 2025

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 ...

November 06, 2024

How Do You Come Up with a Price?

It is About Solving the Dollar Value Problem How do you price your business valuation engagement? What about a litigation support engagement? In this article, Rod Burkert discusses how to value your professional engagements. Let’s talk pricing. Specifically, why do we struggle to price the value of a business more ...

June 17, 2025

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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