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Normalizing Financials in Business Valuation
Using Forensic Accounting Skills to Your Advantage When valuing a business, one essential step in the process is to review and analyze the subject com more ...
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Navigating Capital Structure Assumptions
Ensuring Accurate Valuations with Real-World Testing One of the key assumptions valuation professionals must make is about a company's capital structu more ...
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IRS Cannabis Compliance Report, Wrong!! Why?
A Forensic Investigation Opens IRS-Floodgate! In this article, the author critiques the IRS Participant Guide for Marijuana Companies. This 200-page g more ...
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Adequate Consideration Status Update
Awaiting Proposed ESOP Regulations In April of this year, the author wrote “Adequate Consideration” Defined? for QuickRead. Since then, the author has more ...
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Do Disproportionate Distributions Terminate a Company’s S Status?
The Maggard v. Commissioner Tax Court Opinion S Corporations are required to have one class of stock. In this article, the author discusses the recent more ...
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IRS Cannabis Compliance Report, Wrong!! Why?
A Forensic Investigation Opens IRS-Floodgate! In this article, the author critiques the IRS Participant Guide for Marijuana Companies. This 200-page g more ...
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The Difference Between Lost Wages and Lost Income Analyses
From a Forensic Accountant’s Viewpoint Forensic accountants are frequently retained to evaluate economic damages arising from a multitude of circumsta more ...
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Beyond the Query
A Meandering in the Mind(s) of ChatGPT (Part III of III) In the first two articles of this three part series, the author introduced a brief history of more ...
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Beyond the Query
A Meandering in the Mind(s) of ChatGPT (Part II of III) This is the second article of a three-part series. In the first article, the author introduced more ...
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Beyond the Query
A Meandering in the Mind(s) of ChatGPT (Part I of III) This series chronicles the use of an AI generation tool to generate content. Most of the uses t more ...
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How to Get More Work from Existing Clients
Turn Clients into Your Advocates Existing clients can be your advocates and a source for future work. In this article, Rod Burkert discusses how to cu more ...
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How Targeted are Your LinkedIn Connections?
Rethinking How to Connect Effectively on LinkedIn While LinkedIn provides professionals an opportunity to connect, not all connections are desirable. more ...
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Lessons Learned
Memoirs of a CPA on Getting Started in the Valuation and Forensics Fields Edward Mendlowitz considers himself the last of the “expert generalists”. He more ...
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4 Hacks That Will Get Your E-mails Opened and Read
A Call to Action E-mail is our front line of communication. And because of that, everyone’s inbox is overloaded. Of course, your e-mail is brilliant/c more ...
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The #1 Thing Prospects Look for on Your Website
What is the #1 thing on your website that will convince a prospect that your firm is the right choice for a project? Rod Burkert shares his views on w more ...
Normalizing Financials in Business Valuation
Using Forensic Accounting Skills to Your Advantage When valuing a business, one essential step in the process is to review and analyze the subject company’s historical financial information. This information allows a business valuator to analyze the company’s past performance and pinpoint trends in the busine more ...
Legal Update: September 2024
Connelly v. United States—Do Redemption Agreements Create a Business Liability? Most have some form of agreement and financing in place to address sudden changes in ownership. In Connelly v. United States, a unanimous U.S. Supreme Court may have turned many of those plans on their heads. The question before t more ...
The Evolving and Expanding Role of Expert Witnesses
Frequently, the competing attorneys are inadequately equipped to educate the mediators and arbitrators about the salient facts and the governing legal issues in dispute. Consequently, trial courts increasingly have encouraged attorneys to involve their experts in the ADR process. The author describes the expa more ...
IRS Cannabis Compliance Report, Wrong!! Why?
A Forensic Investigation Opens IRS-Floodgate! In this article, the author critiques the IRS Participant Guide for Marijuana Companies. This 200-page guide provides general instructions to the service on the valuation of cannabis farms. The author argues that the compliance guide is completely inaccurate conce more ...
Normalizing Financials in Business Valuation
Using Forensic Accounting Skills to Your Advantage When valuing a business, one essential step in the process is to review and analyze the subject company’s historical financial information. This information allows a business valuator to analyze the company’s past performance and pinpoint trends in the busine more ...
Federal Judge Strikes Down Ban on Noncompete Agreements
Ryan LLC v. FTC On August 20, 2024, a Texas federal judge stopped the FTC’s ban on noncompete agreements from going into effect on September 4, 2024. This decision comes after the FTC issued a final rule on April 23, 2024, that bans employers from imposing noncompetes on their employees. The FTC asserted that more ...
Unimpeachable 10 Commandments 2.0
Unimpeachable Neutrality in the Age of Artificial Intelligence The world of economic damage and business valuation is evolving rapidly, with artificial intelligence (AI) poised to become an indispensable tool for financial expert witnesses. As with any technological advancement, its use and implementation wit more ...
Getting R.E.A.L. in Later-Stage, Venture-Backed Companies
A Process to “Right” the Company Often later-stage, venture-backed companies (“late-stage start-ups”) seek advice as they find themselves languishing in the neverland between being heavy on intellectual property (IP) assets and light on commercial products or services. Typically, we are contacted by an invest more ...
How to Get More Work from Existing Clients
Turn Clients into Your Advocates Existing clients can be your advocates and a source for future work. In this article, Rod Burkert discusses how to cultivate this under used referral source. I started my solo valuation practice in July 2000. Because I specialized in estate/gift valuations, most of my work was 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 ...