Congress Increases 2024 Medicare Physician Pay

Congress Increases 2024 Medicare Physician Pay

Patchwork Approach Continues in Congress On March 9, 2024, President Biden signed into law a $460 billion spending package to continue funding the federal government for the remain ...

Legal Update: June 2024

Legal Update: June 2024

Watts v. Smith–Long-Term Means Long-Term In the business valuation world, valuators attempt to consider a benefit stream into perpetuity, which is a very long time. Sadly, many bus ...

The Panduit Test

The Panduit Test

Guidance Provided by Godinger Silver Art Ltd. The Panduit test is a widely used four factor test that is applied primarily in patent cases but also intellectual property cases. The ...

What Makes Effective Marketing Effective?

What Makes Effective Marketing Effective?

Marketing is difficult. Yet, there are ways one can make more effective inroads. In this article, the author makes four suggestions to make your marketing efforts more effective. I ...

Evolving from Valuation to Value Creation

Evolving from Valuation to Value Creation

A Call to Opportunity (and Survival) As the use of artificial intelligence (AI) tools continues to become mainstream, it is no wonder that so many professional services are becomin ...

How Bad Data Hurts Your Valuation

How Bad Data Hurts Your Valuation

The Principles of Conservatism in Action Most business owners understand the industry in which they operate and tend to be good at running the day-to-day operations. Yet, that does ...

Essential Guide to Gift Tax and Estate Planning

Essential Guide to Gift Tax and Estate Planning

Consider the SLAT and GRAT in Gift Planning Understanding gift tax regulations is crucial for individuals and their advisors because it impacts estate planning strategies and can s ...

  • What Makes Effective Marketing Effective?

    Marketing is difficult. Yet, there are ways one can make more effective inroads. In this article, the author makes four suggestions to make your marke more ...

    May 15, 2024
  • Evolving from Valuation to Value Creation

    A Call to Opportunity (and Survival) As the use of artificial intelligence (AI) tools continues to become mainstream, it is no wonder that so many pro more ...

    May 08, 2024
  • How Many Referral Sources Do You Need?

    As readers know, the holy grail of a firm’s success is the professional stream and practices that sustain the referral stream. In the author’s view “i more ...

    April 17, 2024
  • Soft Skills

    Principles, Tasks, and Tools for Success This article is based on the presentation given by Andreas Creutzmann at the NACVA and the CTI’s BVFL Super C more ...

    April 10, 2024
  • What is Your Winning Difference?

    Any service can be replicated, leaving only the execution as a true differentiator. And your difference—your winning difference—is the reason people d more ...

    March 20, 2024

How Bad Data Hurts Your Valuation

The Principles of Conservatism in Action Most business owners understand the industry in which they operate and tend to be good at running the day-to-day operations. Yet, that does not mean they have made optimal decisions or that they have the necessary controls and financials in place that enable them to ma more ...

May 08, 2024

Legal Update: June 2024

Watts v. Smith–Long-Term Means Long-Term In the business valuation world, valuators attempt to consider a benefit stream into perpetuity, which is a very long time. Sadly, many business owners have difficulty grasping long time periods as they execute agreements dealing with multi-generational ownership and f more ...

May 22, 2024

Legal Update: Rosenthal v. Erber

Rosenthal v. Erber illustrates the pressure and perils of dueling experts. The expert is charged with assisting the court ascertain the facts, rather than furthering the client’s ambition. The case is a reminder to business valuation professionals that ethical considerations are paramount and that doing the c more ...

January 24, 2024

The AI Revolution is Coming for Business Valuation and Forensic Accounting

How AI is Transforming the Industry Artificial Intelligence (AI) represents a paradigm shift in the realm of computational capabilities, transcending traditional boundaries of machine functionality to emulate human-like intelligence. AI has made remarkable advances in recent years due to the availability of m more ...

April 24, 2024

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

Congress Increases 2024 Medicare Physician Pay

Patchwork Approach Continues in Congress On March 9, 2024, President Biden signed into law a $460 billion spending package to continue funding the federal government for the remainder of the 2024 fiscal year. Contained within the spending package was legislation to cut in half the 2024 Medicare physician paym more ...

May 22, 2024

The Panduit Test

Guidance Provided by Godinger Silver Art Ltd. The Panduit test is a widely used four factor test that is applied primarily in patent cases but also intellectual property cases. The test factors can be found in Panduit Corp v Stahlin Bros. Fibre Works, Inc. This article will focus primarily on the 2024 Godinge more ...

May 15, 2024

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 ...

April 03, 2024

What Makes Effective Marketing Effective?

Marketing is difficult. Yet, there are ways one can make more effective inroads. In this article, the author makes four suggestions to make your marketing efforts more effective. If the ultimate goal of your marketing effort is to increase the number of leads/prospects in your pipeline, the article includes s more ...

May 15, 2024

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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