Reducing Privacy Fine Exposure on the Cheap

Reducing Privacy Fine Exposure on the Cheap

(With the Help of ChatGPT) In this article, the author provides three versions of a data retention policy that appears compliant with GDPR or NIST. After taking NACVA’s cybersecuri ...

How to Excel at BVFLS Practice Development

How to Excel at BVFLS Practice Development

The Four Pillar Framework Rod Burkert has been spreading the gospel about BVFLS practice development since 2013. In this article, he discusses a framework that he has developed and ...

AI Managed My Work Schedule for Two Weeks

AI Managed My Work Schedule for Two Weeks

and My Productivity Doubled How can one materially improve productivity in just two weeks? In this article, the author describes how she allowed artificial intelligence to start ma ...

Price Isn’t Right

Price Isn’t Right

Inside the Expert Battle Over Kroger’s Pharmacy Discounts What does “usual and customary price” mean? How does a plaintiff challenge such a broad assertion in a class action? What ...

SBA 7(a) and 504 Loans

SBA 7(a) and 504 Loans

How Business Valuations Drive Smarter Lending Decisions This article provides a case study that highlights the methodology behind SBA-compliant business valuations. The article und ...

Untangling the Fraud

Untangling the Fraud

Utilizing Data Analytics to Investigate Ponzi Schemes This article examines how data analytics combined with other forensic accounting tools can help investigators uncover how inve ...

From Generalist to Specialist

From Generalist to Specialist

Tips to Successfully Transition to the Expert Level There are several steps to making the transition from generalist to specialist. For those who have gone through this process, th ...

  • SBA 7(a) and 504 Loans

    How Business Valuations Drive Smarter Lending Decisions This article provides a case study that highlights the methodology behind SBA-compliant busine more ...

    April 30, 2025
  • From Generalist to Specialist

    Tips to Successfully Transition to the Expert Level There are several steps to making the transition from generalist to specialist. For those who have more ...

    April 23, 2025
  • How Does Your Business Grow?

    The Importance of Growth Assumptions in Delaware Appraisal Rulings An important input to many valuations for disputes in the Delaware Court of Chancer more ...

    April 23, 2025
  • HVAC Business Valuation Considerations

    Beyond Heating and Cooling From coast to coast and everywhere in between, HVAC plays a critical role in economic performance and presents compelling o more ...

    April 16, 2025
  • Understanding the Income Approach

    Forecasting Errors One of the common pitfalls in applying the income approach is committing forecasting errors. To understand the impact of this error more ...

    April 09, 2025

SBA 7(a) and 504 Loans

How Business Valuations Drive Smarter Lending Decisions This article provides a case study that highlights the methodology behind SBA-compliant business valuations. The article underscores the importance of grounding the analysis in standard valuation techniques, using reliable industry benchmarks, and proper more ...

April 30, 2025

Legal Update: March 2025

Matter of Weber—Challenges to a Trustee’s Accounting Go Awry Serving as a Trustee of a Trust is difficult. In the case presented, a trust beneficiary alleged that the trustee—his aunt—breached her fiduciary duty. The trust beneficiary retained an expert in connection to this claim and this did not go well for more ...

March 26, 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

Reducing Privacy Fine Exposure on the Cheap

(With the Help of ChatGPT) In this article, the author provides three versions of a data retention policy that appears compliant with GDPR or NIST. After taking NACVA’s cybersecurity course, a student reached out to me asking for a Data Retention Policy template that would be compliant with the statutes and f more ...

May 14, 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

Reducing Privacy Fine Exposure on the Cheap

(With the Help of ChatGPT) In this article, the author provides three versions of a data retention policy that appears compliant with GDPR or NIST. After taking NACVA’s cybersecurity course, a student reached out to me asking for a Data Retention Policy template that would be compliant with the statutes and f more ...

May 14, 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 to Excel at BVFLS Practice Development

The Four Pillar Framework Rod Burkert has been spreading the gospel about BVFLS practice development since 2013. In this article, he discusses a framework that he has developed and can be used to close the gap between the practice you have and the practice you want. The people I talk to all seem to have sligh more ...

May 14, 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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