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August 2020
July 2020
- Demystifying Monte Carlo Simulation
- Fair Use of Your Competitor’s Trademarks
- COVID-19—Proximate Cause
- Three Good Reasons to Add Personal Injury Damages Services to Your Practice
- How to Determine Fair Value
- Managing Transfer Pricing in the Economic Downturn
- Where Do You Stand on “EBITDAC”
- Our Practices Need Aspirational Clients to Thrive
- Seven Advantages of Virtual Marketing
- Estate of Aaron U. Jones v. Commissioner
June 2020
- Using International Economic Time Series Data in Determining Lost Profits
- Overview of Bankruptcy
- Construction Claims
- Task List
- Valuation Treatment of the ESOP
- June 2020
- Your Secret Weapon
- ESOP Implementation Considerations
May 2020
- How to Survive an Effective Cross-Examination
- Intangibles in a Transfer Pricing Context
- Legacy Payments
- Pricing
- Now What?
- Valuation of Ambulatory Surgery Centers
- Lessons from the High Growth Accounting and Financial Services Firms
- Valuation of Ambulatory Surgery Centers
April 2020
- The Valuation Impact of Using the Wrong Leverage Ratio to Unlever Betas
- Valuation of Ambulatory Surgery Centers
- Impact of COVID-19 to Global Business Valuation and Appraisal
- Valuation of Ambulatory Surgery Centers
- Valuation of Ambulatory Surgery Center
- When a Purchase Involves Both Cash and Stock
- Operating in the Post-Coronavirus Period
- Five Forces Influencing Your BVFLS Marketing in 2020
- Should the Discount Rate for Contingent/Unliquidated Liabilities be Low, Medium, or High?
- Does the Rainmaker Model Still Work?
March 2020
- “Little Big Data”
- The Land Estate
- Economic Damage Measurements
- This is How I Vet my BVFLS Prospects
- Lost Profits and Discount Rates
- The Impact of the Coronavirus
- Application of Scenario Analysis for Computing Discount Rates
- How to Grow 3X Faster
February 2020
- Application of Scenario Analysis for Computing Discount Rates
- Adding Growth to Exit Planning
- Valuing a Wealth Management Business
- Private Company Stock-Based Compensation Arrangements
- Estimating Nonprofit Corporation
- Five Lessons I’ve Learned That Help Me
- Estimating Nonprofit
- How to Get Started with Webinars
January 2020
- Estimating Nonprofit Corporation
- Blockchain Trends
- Problem Solving
- Rebuttal: Another Point of View Regarding the Role of the Valuation Analyst
- Comments: A Follow-up Response to Michael McKean on ESOP Valuations
- The Role of the Valuation Analyst
- What Would an Experienced Appraiser Say
- The Role of the Valuation Analyst
- How to Write Your Positioning Statement
December 2019
- Case Study—Royalties and Lost Profits from Intellectual Property Infringement
- Book Review
- Issues in Estimating
- Option Pricing
- Issues in Estimating
- How to Write a Case Story
November 2019
- Terminal Values in DCFs
- Managing Business Interruption Claims
- Equity Size Premium
- Is Self-Employment
- Equity Size Premium
- Five Tips
- Poor Recruitment Processes Can Damage Brands
- The Best CEO-CFO Team for M&As
- Report Finds Shift in Accounting Firm Hiring
October 2019
- Confronting Behavior Bias
- Litigious Attitude Couple With Major Blunders Leads to Big Loss
- Improve Your Meetings: The Attendee List
- Foreign-Derived Intangible Income Guidance Addresses Many Open Questions
- Six Tips for Decluttering Your Digital Workspace
- Common Sense, Simplicity, and
- Confronting Behavior Bias
- What I’ve Learned Building a BlockChain Business
- Are You Wasting People’s Time?
- The Do’s and Don’ts of Getting a Pay Raise
- Terminal Value
- Some Trends
- We are at a Data Privacy Crossroads. Where Do We Go From Here?
- Fighting Cancer’s Financial Aftershocks
- Strategic Career Mapping Can Lead to Professional Fulfillment
- The Treatment of Synergistic Value
- Do You Carry a Portfolio
- What I Wish I’d Known when I Started My Career
- Daily Life in Retirement is Loss Costly than Clients Think
- How to Prepare for Stress Before It Happens
- Four Steps to Selecting
- The Treatment of Synergistic Value
- The Problems with Five-Star Rating Systems and How to Fix Them
- Helping Clients through the Healthcare Maze
- Helping Procrastinators Stay on Track
September 2019
- Contractor’s Lost Profits Due to Impaired Surety Bonding Capacity
- The Value Gap
- 12 Housing Markets where Home Buyers Get the Most Bang for their Buck
- The Icarus Syndrome: Execs Who Fly Too Close to the Sun
- Coalition Launched to Protect Professional Licensing
- What is in a Purchase Price?
- Finding “True North” in Recent Delaware Appraisal Cases
- Lessons from Lease Accounting Implementation
- China’s High-Speed Rail Network has Been Low Speed in Adoption—But That’s Set to Change
- As U.S. Expansion Notches Record, Recovery May Have Only Just Begun
- A Method for Calculating
- Are You a Vitamin or a Painkiller?
- Artificial Intelligence Sees Construction Site Accidents Before They Happen
- The Question is Active or Passive Investing. The Answer is Yes.
- Millionaires Support Proposed Tax on Large Wealth: Tax Strategy Scan
- How to Value
- The Seven Steps of Mastering
- Memo to Managers: Practice What You Preach
- The Cybersecurity Defense Advisors Forget
- We All Have a ‘Hierarchy of Needs’. But is Technology Meeting Them?
August 2019
- Fair Market Value Considerations for Rural Health Clinics
- Valuation Discounts
- Are Deepfakes Invading the Office?
- ‘We Were Just Conned,’ Client Says of Advisor’s Alleged $8M Ponzi Scheme
- Companies See Climate Change Hitting Their Bottom Lines in the Next Five Years
- Fair Market Value Considerations for Rural Health Clinics
- Leading with Your Heart
- New Rules for Firms that Hire Problematic Brokers
- The Peculiar Blindness of Experts
- Does Reading Fiction Make Us Better People?
- Fair Market Value Considerations for Rural Health Clinics
- It’s Only an Opinion
- Taking a Late-Career Leap
- Does AI-Flavored Feedback Require a Human Touch?
- Rich Women Increasingly Call the Shots, Wealth Management Execs Say
- Lost Profits
- Fair Market Value Considerations
- Three Keys to Faster, Better Decisions
- Tax Surprise for Children of Gold Star Families: Tax Strategy Scan
- The Real Source of Job Satisfaction
July 2019
- Seven Sources for Finding Speaking Engagements
- Valuation Discounts
- The Most Valuable Company (for Now) is Having a Nadellaissance
- Want to Work for L’Oreal? Get Ready to Chat with an AI Bot
- Why You Can’t Wait to Prepare for Disaster
- Fair Market Value Considerations
- How Can I Tell the Right One?
- 10 Things You Should Know About Bear Markets
- Apple Spends More Than $30 Million on Amazon’s Cloud Every Month, Making it One of the Biggest AWS Customers
- How to Handle Office Conflict
- An Unimpeachably Neutral Message from the Standards Board Chair
- Small Business Valuations
- An Economist Explains What Happens if There is Another Financial Crisis
- How I Stopped Worrying and Learned to Love the Next-Gen Takeover
- One in Three Say Their Employer Won’t Consider Culture Improvements
- Limit on Deductions for Executive Compensation at Public Companies
- Economic Damages
- How Beneficiaries Can Determine IRA Basis
- Grappling with the College Debt Burden
- How To Tell When You’re Being Lied To
- How Not to Use Duff & Phelps Data
- How to Use Keywords in Your Blog Post
- Open the Conversation About Mental Health in the Workplace
- Up Next for Advisor Recruiting: Augmented Reality?
- McDonald’s Commits to Hiring Older Americans to Fill Jobs
June 2019
- Hidden Income and Assets
- Cyber Threats
- Challenges Continue for African-American Accountants
- Tips for Evaluating the ROI of Diversity Programs
- Ranking Highlights Top Companies for Women, Diversity
- The Intersection of Advocacy and Financial Forensics
- The Case of the Missing Post-Acquisition Income
- Strategies to Retain and Advance Female Employees
- Why Sharing Diversity Data Publicly can be Good for Your Company
- Designing Development Programs that Work for Gen Z
- The Most Underutilized Tool in Business Valuation
- Tax/Personal Financial Planning
- Steps for Becoming a Better Leader for Millennial Employees
- SEC Simplifies Disclosure by Public Companies, Money Managers
- Copyright Litigants Entitled to “Full” Costs, Not “Extra” Costs
- The Illusion of Value: Everything is Changing
- Seven Strategies for Expanding Your E-mail List
- Falling Economic Confidence Now Affecting Hiring Decisions, Says Survey
- Business Leaders’ Top Concern is Moving to a Hybrid AI-Human Workforce
- Avoiding Cultural Mishaps in Your Business Writing
May 2019
- The Illusion of Value
- Private Equity Investment in the Healthcare Industry
- Making a Bad First Impression on Your Boss Can Doom Your Career—Here’s How to Know if Your Gaffe is an “Unforgivable Sin”
- The Evolution of Compliance
- Equal Shares for Heirs? Not Unless You Take Taxes into Account
- Improving the Probability
- What Constitutes Best Evidence?
- Tips for Managing an Inherited IRA
- IRS Expands Relief from Underpayment Penalty
- Women Fear Running Out of Money in Retirement
- Part-Time Accountant
- Make it Easier
- Estate and Gift Exclusion Clawback Addressed in Proposed Regs
- The TCJA and State Considerations for Business
- Is it Ever a Good Idea to Hold Company Stock in a 401(k)?
- Understand the Artificial Intelligence (AI) Evolution
- Part-Time Accountant
- IRS’ “Dirty Dozen” Scams—2019 Edition
- How to Realize Tax Benefits for Charitable Clients
- What Advisors do with their Time
- What to Consider When Divorcing Parties Have
- How to Build Your Editorial Calendar
- Seven Tips to Customize Generic Marketing Content
- How to Know if Retirement is Right for You
- Fresh New Look: The Analysis of a Tax Return for Financial Planning Opportunities
April 2019
- Home Health and Hospice Enterprises
- Case Law Update
- Advisers Can Offer Lifeline to Older Out-of-Work Clients
- Smashing the Barriers to Employee Engagement
- How Firms Are Holding Back Innovation
- Home Health and Hospice Enterprises
- Attaining Reasonable Certainty
- Account Management: Avoid Commonly Used Passwords
- Small Firm Spotlight: How I Recruit and Hire New Accountants
- Putting Skills-Based Promotion in Motion
- The Size Effect Continues to be Relevant
- The Business Will
- Finance Leaders Feel Good but Ready for a Downturn
- Finding Value in Revenue Recognition Implementation
- Author of ‘Jesus Christ, Money Master’ Charged in $19.6M Ponzi Scheme, SEC Says
- Money Laundering
- Five Steps to Promoting
- New FASB Standard Clarifies Lease Accounting Issues
- Taxpayers Will File QBI Deduction Computation with IRS Next Year
- Why Regulators Are Taking Aim at Robo Advisors
March 2019
- The Size Effect Continues to be Relevant
- Attaining Reasonable Certainty
- Here are Five Ways the Super-Rich Manage to Pay Lower Taxes
- Understanding the FDII Deduction
- Salesman’s Termination Payment Held Not For Goodwill
- Expert Witness Exchange: CVAs
- How to Write a Consistently
- What Advisors Can Do About Inheritance Exploitation
- Reboot, Rewire or Retire? Personal Experiences with Phased Retirement and Managing a Life Portfolio
- Current Developments in S Corporations
- The Size Effect Continues to be Relevant
- Big MAC II
- Financial Elder Fraud Reports Quadruple; Amount Reaches $1.7 Billion
- How Advisors Should Approach Outsourcing
- What You Need to Know About the Federal Opportunity Zone Program
- Lost Profits, Modern New Business Rule
- How to Write Headlines
- Building Trust in ‘Fake News’ Era
- Aging and How it Affects Advisor Practices
- Top Democrat on Senate Panel Wants Hearing on SEC’s Reg BI
February 2019
- Lost Profits: Fifth Circuit Decision Clarifies Reasonable Certainty
- Big MAC
- Top Financial Firms Cut Jobs Amid 2019 Market Turmoil
- Twelve Common Technology Mistakes You Should Avoid
- Spotify Bets Big on Podcasting to Power Battle Against Apple
- Ownership, Specificity, and Brevity
- Expert Witness Exchange: Expert Beware
- Why the Market for Advisors has Never Been Better
- Tax Traps for Divorcing Clients
- 74% of Users Don’t Know Facebook Records Their Ad Preferences
- Private Equity Investments in the Healthcare Industry
- How to Build Your E-mail
- Proposed Rules Would Exempt Corporate U.S. Shareholders from Sec. 956
- 19 Trends to Watch in 2019
- Potential 2019 Tax Changes Your Wealthy Clients Need to Know About
- What do Physician Business Owners Think
- Optimizing Your Web Copy
- Tax Credit for Clients who Hired Nannies this Year: Tax Strategy Scan
- Why Digital Retirement Tools are Targeting Younger Clients
- This Failing Market Offers an Opportunity to Cut Your Taxes in Retirement
January 2019
- Using a Non-Beta-Adjusted Size Premium in the Context of the CAPM Will Likely Overstate Risk and Understate Value
- Case Law Update
- Thanks to New IRS Decree, Clients Can Relax When Making Large Gifts—For Now
- Where Should Rich Clients Retire?
- How Tax Reform is Changing Clients’ Financial Plans
- Residency and Domicile Determinations
- The Evolving Landscape
- Hurry Up—Get Your Clients Divorced
- How to Advise HNW Clients About High-Impact Philanthropy
- 2019 Standard Mileage Rates Announced
- Valuation of Ambulatory Surgery Centers
- The Daubert Standard’s Impact
- Preparing for an Unexpected SEC Audit
- Another Crack in Bankruptcy Protection for Clients
- Apple Hopes iOS Update Will Help Overturn Costly iPhone Sales Ban in China
- Valuation of Ambulatory Surgery Centers
- Are You a Modern-Day Digital Sharecropper?
- Trim Tax Tabs with These Year-End Moves: Tax Strategy Scan
- Advisor Shortage? What Advisor Shortage?
- Google is Spending $1 Billion to Build a Massive New Campus in New York
- A Valuation Practitioner’s Musings
- Writing a Blog Post
- Brexit Bulletin: A Deal, and Then the Drama
- LPL Grabs More than 100 Advisors with $4.5B in Latest Haul from Rivals
- Regulatory Fatigue? FATCA Inaction May Risk Noncompliance
December 2018
- The Expert Witness Exchange: Car Rentals, $16 Million
- Case Law Update
- How to Interview for Soft Skills
- Not Desk Jockeys: These Accountants are Athletes
- How to Coach a Problem Employee: The Know-it-All
- The Growth, Development, and Difficulties
- The Pink Elephant in the Courtroom
- Researchers and Scholars Claim Tax Treaty Benefits
- States’ Deregulatory Push Threatens CPA Licensure
- How TIGTA Stymied and IRS Impersonation Scam
- The Growth, Development, and Difficulties
- Five Steps
- Third-Party Verification Requests
- What’s the Difference Between a Private and Public Blockchain?
- Launch of CPA Exam in Europe Provides Convenience for Candidates
November 2018
- Valuations that Literally Speak with Your Clients
- Flip Phone
- International Audit Standard Addresses Estimates
- Critical Audit Matters Coming into Focus
- Using Drones to Enhance Audits
- News You Can’t Use
- Exercising Due Professional Care
- CVAs and Expert Witnessing
- Microsoft Office: Rounding Time in Excel
- Things Are Looking Up With This Excel Function
- Microsoft Windows: How to Best Name and Search for Files
- Back to Basics
- Breaking Up Is Hard to Do
- EY to Scrap Final One-to-One Interviews
- IRS, per-diem, deductible, TCJA, taxpayer, Sec 274
- Meals Continue to be Deductible Under New IRS Guidance
October 2018
- Seven Effective Differentiators
- The Due Diligence Imperative
- IRS Issues Proposed Regs for GILTI Inclusions
- New to Planning? How to Add Value at Your Firm
- Apps to Help You Focus Online
- Overview of Fair Value Considerations in Business Combinations
- Case Law Update
- Investors Trust Auditors, But Confidence in U.S. Markets Drops
- EU Firms in Iran Caught Between U.S. and Europe
- Cloud Security: Five Key Considerations
- Overview of the But For Investment Portfolio
- Expert Witness
- Qualified Business Income Deduction Regulations Proposed
- Yes, Clients Should Pay Off Their Mortgages Before Retiring
- CPAs’ Top Five Questions About Blockchain, Cryptocurrencies
- Urgent Care Centers
- Trump Signs Dodd-Frank Regulatory Rollback
- Five Steps to Reduce Staff Turnover
- Microsoft Excel: Create a Picture-Based Dashboard Report
- How Smart Contracts Can Create a Competitive Edge
- Buyers and Sellers Can Benefit from Use of Earnouts
- What Competitive Differentiation Means
- Building a State-of-the-Art M&A Target
- Should Diversity be Part of Clients’ Portfolios?
- Amended Sec. 965 May Provide a Sec. 382 Benefit: Deemed Repatriation and RBIG
September 2018
- The IRS Releases Two New Regulation Sections
- A Comprehensive Approach
- With SEC Vote, More Companies Qualify for Scaled Disclosure
- Empowering the Human Element in Automation
- Alternative Ways to Structure Your Accounting Practice
- Discounting Lost Profits to Present Value
- The Expert Witness Exchange
- Draft 2019 Form W-4 and Instructions Posted
- SEC Accuses Advisor of $5M Ponzi Scheme
- Strategies for Quality Work in Single Audits
- The Due Diligence Imperative
- The Financial Expert
- OECD Publishes 77 Comments on Transfer Pricing Guidelines for Intra-Group Services, Dispute Resolution
- FP&A Meets Artificial Intelligence
- Add Value to Audits with Client-Focused Analytics
- Getting Paid More than the Competition
- Developing a Customized
- Failure to Abandon U.S. Residency Leads to Tax Liability
- How to Speak up More at Work
- Know Thyself, Know Thy Company: Microsoft’s CEO on Seeking Purpose at Work
August 2018
- The Real Estate Paradox
- Case Law Update
- The Supreme Court Reaffirms the Reach and Force of the Federal Arbitration Act, This Time in Employment Cases
- Construction Price Escalations: How Not to Be Left Holding the Bag
- The Accounting Skills Most in Demand
- I Received My CVA and MAFF.
- Do You Know the Etiquette of Connecting on LinkedIn?
- Congress Upends CFPB’s Indirect Auto Lending Guidance, Spares Payday Lending Rule
- Build Your Leadership Resilience. It is an Act of Defiance.
- Draft 2019 Form W-4 and Instructions Posted
- Was the Showboat Closed to Steal Customers?
- The Daubert Standard’s
- Sec. 965 Transition Tax Penalty Relief Issued
- Is Diversity the Key to the Succession Plan Challenge?
- Four Ways to Jump-Start the Career You Really Want
- The Unimpeachable Standard—One Voice Cannot Harmonize with Itself
- The Due Diligence Imperative
- Don’t Get Ripped Off! What You Need to Know About Elder Financial Fraud
- Interested in Working with Millennials? Start with ETFs
- Beware of Hidden Taxes in Retirement: Retirement Scan
- Referral Marketing
- Advice to the Board
- What Can be Done About Bullies at Work?
- The Ultra Rich are Turning to This Key Tax-Cutting Tool
- Advisor Gets Prison for $4.7M Fraud of NFL Star
July 2018
- Trade Secrets
- Business Valuation with Odds
- Social Security COLA Could Exceed 3% Next Year, Report Says
- An Amazon for Financial Services? The Race is On.
- Mortgage Advice it Might be Best to Ignore
- The Discount Period for the Terminal Value
- Expert Witnesses
- Four Skills Accountants Need to Succeed in a Tech-enabled Future
- The Worst Retirement Advice I Ever Gave
- Virtual Reality in Wealth Management? It’s Happening.
- Official and Unofficial Rules of Engagement with the IRS
- The Impact of the Tax Cuts and Jobs Act
- Public vs. Private Blockchains: What CPAs Should Know
- How Advisors Can Beat the Fee Compression Race
- Which Independent Broker-Dealers Have the Highest Percentage of Women Advisors?
- How Referral Marketing Has Changed
- How to Determine Which Market Multiple to Use
- Sec. 965 Transition Tax Penalty Relief Issued
- Is Diversity the Key to the Succession Plan Challenge?
- Despite Fast Growth, Mobile Wealth Management Stumbles
June 2018
- Management Services Agreements
- In re Appraisal of DFC Global
- A Mixed Outlook for the U.S. Economy
- 40% of Americans are Comfortable Seeking Financial Advice From AI
- Enough About Social Security: For Some, Pensions Are the More Immediate Issue
- The Expert Witness Exchange
- You Can’t Have Your (Net Working Capital) Cake
- Lease Accounting Standards: Are Multinationals Sitting on a “Leaseberg” of Huge Proportions?
- Kitces: Three Strategies for Managing Big Capital Gains
- Lack of Communication Killing Family Wealth
- Unique Circumstances When Calculating Lost Profits
- Condition, Cause, and Outlook
- How to Avoid Misunderstandings in Multicultural Workplaces
- Is it Possible to Create Tax-Free Income for Life? Tax Strategy Scan
- Will #MeToo Come to Wealth Management Next?
- The Perils of the “Power of Substitution”
- Accounting and Financial Services Firms’
- How We Will Learn to Love Big Data in 2018
- New IFRS Conceptual Framework Revises Foundational Reporting Concepts
- $3.8M Ponzi Scheme Funded Spa Treatment, Maids, Church Tithes: SEC
May 2018
- Selling Yourself
- The Perils of the “Power of Substitution”
- Federal Spending Bill Includes Tax Provisions
- Twelve States Where Home Purchasing Power is on the Rise
- What Wealthfront’s Reported Valuation Drop Means for Indie Robo Advisors
- Application of the Sales Projection Method
- The Due Diligence Imperative
- Microsoft Office: Excel’s Versatile CONVERT Function
- The Vital Tax Planning Tool Few Advisors Know
- As Planners Outgrow Their Roots, Hard Choices Lie Ahead
- Application of the Sales Projection Method
- Want a Better Practice?
- The Power of Saying No
- What Amazon’s Flirtation with Checking Means for Wealth Management
- How to Compensate Partners to Keep Your Firm on Track
- Chasing the Elusive Butterfly of Volatility
- The SWS Group, Inc., Chancery Court Appraisal Decision
- How the New Tax Law Will Change Wealthy Americans’ Financial Plans
- Do You Know Where Your Client Data Is?
- Could this Simple Social Security Strategy Solve the Retirement Crisis?
- The SWS Group, Inc., Chancery Court Appraisal Decision
- Top 3 Growth Strategies
- Tax Treaty Benefits for U.S. Citizens and Residents
- How to Give Constructive Criticism That Gets Results
- Pay Day—Breakdown of Financial Advisor Salaries and Perks
April 2018
- Do Not Be Too Quick to Discount
- Case Law Update
- Engagement Letter Stories—When They Hurt and When They Worked
- New Tax Law, More Business for Financial Advisors
- FASB Addresses Stranded Income Tax Effects of New Tax Law
- Federal Circuit Provides Guidance
- Special Valuation Issue
- How AI, Blockchain, and Automation Will Reinvent Accounting
- Ten Key Findings: Sexual Harassment in the Professional Workplace
- No One’s Sure Who Qualifies for this $415B Tax Deduction
- How is the Section 199A Deduction determined?
- “Left of Bang”
- Accountants Reveal What Inspires Them Every Day
- FINRA Helpline Aims to Aid Smaller Firms, but Concerns Arise
- Retirement Planning Space “Ripe for Modernization”
- Why You Need an Elevator Pitch
- The New Tax Bill
- Risk Tolerance: The Misperception that Keeps Hurting Clients
- How to Create More Quality Family Time
- Wealth Management Fares Worst in Broad Study of Sexual Harassment
March 2018
- Commercial Damages and Lost Profits
- Business Valuations and the IRS: Five Books in One
- Five Questions to Ask Your Estate Planner After the New Tax Law
- Fee Disruption is Coming
- FASB Issues Technical Corrections to Financial Instruments Standard
- Transferring Closely Held Company Equity
- The Due Diligence Imperative
- Where are all the Grantor Trust Reimbursement Statutes?
- Alexa, Can You be My Financial Planner?
- Wells Fargo Ends Fight with a Whistleblower in Fake-Accounts Scandal
- Become Entrepreneurial Within
- Transferring Closely Held Company Equity
- Trump vs. Obama: Who Had Best 1st Year Stock Market Gains?
- Debt Causing Financial Vulnerability for Pre-Retirees
- The Value of Medicare Surtax Planning
- Absentee Ownership Technique
- Practical Advice on Rebutting and/or Defending a Valuation Report
- Rare FINRA Disclosure Predicts Budget Shortfall in 2018
- A New Tool to Help Slash Portfolio Management Costs
- Four Ways to Help Rid Wealth Management of Sexual Harassment
February 2018
- Signature Content
- Impeaching the Unimpeachable
- High-Flying Army Vet Becomes CFP Board Chairman
- Rosier Client Confidence Drives Heavy Inflows into Stocks
- Citing “Societal Need” for Planning, Northwestern Mutual Makes M&A Play
- Book Review
- Use LinkedIn
- Why Aren’t Clients Using QCDs? Help Them!
- RIAs Bullish on Asset Growth
- IBDs in Slow-Footed Race to Let Advisors Text Clients
- Separate Property Asset Tracing in Divorce
- Market Participant Acquisition Premiums in Valuations
- How to Achieve Eye-Popping Annual AUM Growth
- The New 20% Pass-Through Tax Deduction: An Advisor’s Guide
- Avoid “Dangerous” Planning Generalizations After New Tax Law
- Tax Court and Leading New York and Delaware Cases
- How to Select a Case Appropriate Mediator
- Life Insurance Planning After Tax Reform
- How Advisors Can Outthink Robots
- Is Your Client Ready for Retirement
January 2018
- The Surprising Role of Client Education
- Why All Values Are Not Created Equal
- AARP Wants Prospective Clients to put Advisors on the Record
- The Retiree’s Cost of Care Barometer
- Managing the Unique Needs of Ultra-High-Net-Worth Clients
- Castle of Dreams
- Lease Accounting 2018 Update
- Lessons to Learn from SEC Accounting and Auditing Enforcements
- SEC Should Define “Advisor,” Says CFA Institute
- This Time-Saving Trick Gets Advisors Fired. Don’t do it.
- Which is Best: EV/EBITDA, EV/EBITA, or EV/EBIT?
- The Business Exit Tsunami
- Sixteen Compliance Trends to Watch in the New Year
- Last-Minute Revenue Recognition Implementation Tips
- How Small Financial Advisories can Prevent Sexual Harassment
- New Sanity Check Model
- Analyzing Transactional Databases
- Tech Trends to Watch in 2018
- Blockchain Considerations for Management and Auditors
- Advisor Gets Prison Time After Pleading Guilty to Bilking Client for $911K
- Should Superior Client Service be Your Differentiator?
- In the Aftermath of Hurricanes Harvey and Irma
- Corporate Venture Capital and ASU 2016-01: Best Practices for Equity Investments
- Get a Tax-Smart Plan for In-Retirement Withdrawals: Retirement Scan
- Accounting and ERP Systems: A Look Inside Drillable Financial Statements
December 2017
- The Due Diligence Imperative for the Valuation of Healthcare
- Book Review—Lost Profits Damages
- Changes Coming to Corporate Venture Capital Investment Reporting
- Regulators Want Firms to Ramp Up Fintech Accountability
- When Your Vendor is Hacked, Doing Nothing Won’t Cut it
- How to Define and Conquer the Next 365 Days with Unimpeachable Neutrality
- Obtaining Compensation Comparability Data
- Barron’s Goes Unicorn Hunting
- To Woo Advisors, Betterment Takes to Hybrid Approach
- Clients Build Defensive Cash Positions Even as Bullishness Rises
- Developing Your B2B Website
- Case Law Update
- Win Some, and Then Some: Equity Compensation Tax Reform
- Rules Would Allow Truncated Taxpayer IDs on Forms W-2
- Stay Up on Medicare Enrollment with Annual Reviews
November 2017
- Chapter 11 Bankruptcy
- RValuations is My Vision
- Early Purchase Price Allocation Estimates Help Avoid EPS Surprises
- Reliance on Tax Software Does Not Let Taxpayer Off the Hook
- Republicans Unveil Tax Reform Framework
- Negotiating Among Workplace Dictators
- Chapter 11 Bankruptcy
- Seven Ways the New Tax Fight Could Hit Annuities
- Four Ways to Generate Ideas Fast
- This is Your Brain on Retirement
- The Application of Guideline Publicly Traded Company Risk Adjustment
- Emotional Considerations for Transitions
- SEC Approves New PCAOB Audit Standards
- Four Great Ways to Lose Talent
- Seven Tips for Managing Sideways
- Reasonableness of Shareholder/Executive Compensation
- Valuation of Compensation for Physician Services
- Four Etiquette Tips for Videoconference Calls
- The Importance of Audit Planning
- CPAs Should Shift to Niche Services as Automation Takes Over
- When Do Economic Damages Accrue?
- Before Redoing Your Website
- PCAOB Inspection Scrutiny of Fair Value Measurement Continues
- Beijing Cuts Red Tape for Foreign Firms as it Vies for Investors
- Helping Clients Understand the ‘Real Cost’ of College Planning
October 2017
- Risks in Having a Poor Anti-Money Laundering Program
- ABOM Embezzlement
- New Market Evidence Confirms Control Premium Best Practices
- How to Stay Ahead of the IoT Curve
- IRS Updates Special Per-Diem Rates for Business Travel
- Assessing the Risk of Fraud in Your Organization
- Seeking the Seller’s Market: Family-Owned Businesses
- Market Trends: 3Q17 Update
- How Revenue Recognition Changes are Affecting Preparers Like GE, Microsoft
- Tips for Giving While Living
- ABOM Embezzlement
- Patent and Trademark Infringement Damages Calculations, Appraisal Actions and Denial of Suit Seeking a Purchase Price Adjustment
- Social Capital’s Backdoor Unicorn IPO
- Five Reasons You Should Join a Professional Association
- Two Types of Diversity Training that Really Work
- More Firms are Outsourcing their Marketing
- ABOM Embezzlement
- Treasury Ends myRA Retirement Savings Program
- The Unintended Effects of Rules Aimed at Stopping Financial Crimes
- How to Steer Clear of Office Drama
September 2017
- The 10 Unimpeachable Commandments
- EBT or EBITDA
- Fiduciary Rule Final Stand: ‘Please Rethink This’
- What Proposed Regulations on the Fractions Rule Mean for Tax-Exempt Organizations
- Retirement: 10 Questions to Ask
- Business Interruption
- Evidence of Actual Monetary Loss is Required
- Trends Influencing the Fair Value of Private Equity and Venture Capital Portfolio Investments
- Bitcoin Seeks Recognition from U.S. GAAP
- Six Traits of Leading Finance Functions
- Alternative Benchmarks for Use in Litigation
- Empathy at the Mediation Table
- How to Encourage Candor in Your Office
- U.S. SEC’s Piwowar Urges Companies to Pursue Mandatory Arbitration Clauses
- Microsoft Among First to Give Fuller Picture of Lease Situation
- Do Candidates Find Your Employer Brand Attractive?
- Personal Goodwill
- $475 Million Bargain Purchase Leads to an SEC Settlement
- A Visual Recap of Global PE Activity in 2Q 2017
- Statistical Sampling and Resulting Allocations Under Fixed-Asset Studies
August 2017
- Personal Goodwill
- Valuation of Compensation for Physician Services
- Webinar: How to Value an Early-Stage FinTech Company
- Assisting Individuals with Charitable Legacies
- Three Tax Technologies you Should Not Ignore
- One Explanation for the Variance in the Price/EBITDA Multiple
- The Economic Balance Sheet
- Association, CPA.com Launch “Shark Tank” for Startups
- U.S. Has Until at Least September to Lift Debt Cap, Analysts Say
- Furious Rush of Digital Disruption Creates Opportunities for CPAs to Help Clients
- Preventing Case Over Valuation
- Business Valuation and Reporting in Matrimonial Disputes
- Accountability, Rights, and Discipline in Early-Stage Companies
- Accounting Period Planning may Provide Preferred Year
- How to Comply with the New AICPA Ethics Standards for M&A
- Discount for Lack of Marketability Guide and Toolkit
- Exelon Corp. v. Commissioner
- Should Business Appraisers “Normalize” Long-Term Treasury Rates When Building Equity Discount Rates?
- How Implementing Value Pricing Can Help Your Staff Get More Done
- How to Maximize Social Security Benefits Under New Rules
- 7 Personal Branding Tips for Aspiring Experts
- Estate of Powell v. Commissioner, 148 T.C. No. 18 (May 18, 2017)—A Failed Deathbed FLP
- The Valuation Implications of Filing (or Not) a Patent
- An Alternative to the 4% Rule
- When You Should Establish an IRA as a Trust
July 2017
- FinTech—Origins and Prognosis
- Valuing Contingent or disputed Assets and Liabilities in Solvency Opinions
- EBITDA and Credit Stretching
- Surrender a Universal Life Insurance Policy
- What’s Your Fraud IQ?
- Valuing Contingent or Disputed Assets and Liabilities in Solvency Opinions
- CPE
- Is an Initial Coin Offering a New Way to Raise Money?
- How to Achieve Social Media Success in 15 Minutes or Less
- 5 Tips to Help Identify Fake Financial News
- Exit Planning as a Strategic Business Tool
- What the Courts are Saying
- Relevant Market Trends Influencing the Fair Value of Private Equity and Venture Capital Portfolio Investments
- Some of the Biggest Estate-Planning Mistakes People Make
- Accomplishing Estate Planning Goals through the Use of Partnership Income Tax Rules
- Best Practices for Electronic Use Policies
- What is Your Employer Brand
- Use These Homegrown Tools to Figure out if You Could Retire Early
- U.S. Small Business Borrowing Drops to Six Month Low
- Why Financial Planning Makes Sense for CPAs
June 2017
- Unimpeachably Neutral Expert Testimony
- Valuation of Compensation for Physician Services
- Consequences of Complex Capital Structures—A Coda or a Bridge?
- 3 Tips to Stop Feeling So Overworked and Overwhelmed
- Social Security: Help Clients Grab Every Last Dollar of Benefits
- Getting Paid
- Using the Option Pricing Method Changes the Standard of Value
- Amazon, Whole Foods, and Value Implications
- Is it Time to Ban Meetings?
- Don’t Let Clients’ Retirement Fall into this Trap
- Build to Serve or Build to Sell?
- Using the Option Pricing Method Changes the Standard of Value
- Does it Matter Who Drives Uber?
- IRS Notice Response Tips Everyone Should Know
- Three Tips to Manage Sustainability Risks and Drive Value
- Protect Yourself from Anti-Kickback Penalties
- The Importance of Forensic Accounting
- IPO Supply and Demand
- Leveraged Spinoffs Removed From IRS No-Ruling List
- How to Talk to Your Clients About Selling a Business
May 2017
- Revisiting Modeling and Discounting Future Damages
- Amazon.com, Inc. and Subsidiaries v. Commissioner, 148 T.C. 8 (March 23, 2017)
- Crowded Out?
- Six Ways to Fraud-Proof your Retirement Savings
- FASB Assessing Efficiency, Effectiveness of GAAP Taxonomy
- The Debate Over the Efficient Market Hypothesis’ Effect on Contested Valuations
- 5 Common Mistakes to Avoid in Marketing Your Firm
- Q&A: New Guidance on Valuation of Contingent Consideration (Earnouts)
- 3 Tricks to Crush College Planning and Save Big
- Innovation Showcase: CPA Employers on the Cutting Edge
- 60-Second Method
- 5 Things to Know about Fair Value and Equity Investments
- Robocalls Flooding Your Cellphone? Here’s How to Stop Them
- Using Excel and Benford’s Law to Detect Fraud
- Foreseeability Standard in Lost Profits Litigation
- Proponents of the Efficient Market Hypothesis
- Are Price to Revenue and Price/Earnings Valuation Methods Really Independent Valuation Methods?
- Compensating for Something: Facebook’s GAAP Change
- The Statute of Limitation for Net Operating Losses
- 5 Tips to Make Working from Home Successful
- Stuck in the Middle (with Who?)
- Five Key Findings in Our Survey
- If it was Easy, We’d all be Rich
- Kitces: A New Hierarchy of Retirement Needs
- How to Recognize Your Biggest Weaknesses as a Leader (and Why You Should)
April 2017
- The Small Business Administration Modifies
- Valuation of Compensation for Physician Services
- Corporate Venture Capital Trends
- Quiz: How Well Do You Know Google Chrome?
- Who’s Fighting for Advisers and Clients in Financial Data Debate?
- Persuasion
- Demystifying Damages in Uncertain Cases
- People Are Worried About Equity Compensation
- What is Forensic Accounting and How is it Used in Litigation Cases?
- Revenue Synergies in Acquisitions
- The Objective Case for a Key Person Discount
- Tax Court Issues Supplemental Opinion in Estate of Giustina v Commissioner
- GM Trades at 5.6x Earnings for a Reason; Subprime Lenders Can Too
- If Your Team Agrees on Everything, Working Together is Pointless
- How to Help Your Company Adopt New Technology
- How a Major Beer Importer is Planning for U.S. Tax Reform
- Audit Committees Face Expertise, Risk Management Challenges
- Revenue Recognition: What’s an Analyst to Do?
- How to Show Clients You are the Expert They Need
- Unimpeachable Neutrality
March 2017
- Why Corruption Risk Should be Taken into Account When Evaluating New Markets
- IRS Identifies 13 “Campaigns” for Tighter Compliance Scrutiny
- Reading the Tea Leaves at Ruth’s Chris Steak House in Lafayette
- The Asset-Based Valuation Approach
- Revisiting Modeling
- The CFO-CIO Relationship: Bridging the Gap
- Anatomy of a Cloud Project Cost Overrun
- Why Good Employees do Bad Things
- Fair Value Measurements
- The Asset-Based Valuation Approach
- New Form 990-EZ has Help Icons to Aid Exempt Organizations in Filing
- A Record Number of Small Business Owners are Selling Their Companies
- Is Cash Always King?
- Book Review—What It’s Worth
- The Asset-Based Valuation Approach
- Six Ways to Ask for a Raise—And Get It
- Older Workers Feel on Track for Retirement. Are They?
- Charles Ellis on Indexing
- The Asset-Based Valuation Approach
- Changing the Workplace Narrative
- How the Big Time M&A Game is Changing
- Federal Securities Class-Action Suits Jump to 20-Year High in 2016
- Distribution Policy in 30 Minutes
- The Asset-Based Valuation Approach
- 3 Sales and Marketing Strategies to Drive Growth in 2017
February 2017
- Timing Your Exit
- Many Wealthy Americans Haven’t Planned for the Transfer of their Assets
- Cashing In by Checking Out
- Are You Making These Mistakes with Your E-mail Trailers
- The Asset-Based Valuation Approach
- Why Audit Teams Need the Confidence to Speak Up
- Health Law Repeal Could Cost 18 Million Their Insurance, Study Finds
- A Market Participant Perspective on the Size Premium
- The Value of Using the Services of a Forensic Accountant in Legal Matters
- Why We Shouldn’t Add a Size Premium to the CAPM Cost of Equity
- How the Election May Affect the Taxation of Business Income
- Get an Edge in Recruiting
- Blowback from Going Nuclear: Massive Goodwill Impairment Looms at Toshiba
- Assisting Clients Understand the Stock Market
- Estimating Debt Betas and Beta Unlevering Formulas
- How to Make Your Financial New Year’s Resolutions Stick
- In Choosing a Job, Focus on the Fun
- Capital Structure in 30 Minutes
- 10 Steps for Creating a Killer Website
- Assisting Clients Understand the Stock Market
January 2017
- Getting in Shape for Tax Season
- Corporate Boards aren’t Prepared for Cyberattacks
- Corporate Taxes, Other Pro-Growth Policies, and Business Value—A Brave New World?
- Defending the Devil
- Preparing For the Sale of Your Business
- Keeping it in Perspective: A Woman’s Take on the Profession
- How to Address Common Concerns About Retirement
- Crafting a Deal in Order to Stay Afloat
- Transfer Pricing Business Models
- A Case for Mediation
- The Growth Plan: Keeping your Practice on Course
- A Tax Nightmare: Excess IRA Contributions
- Gravity Matters, Especially for Financial Investors
- The Quandary Over Wandry
- The Best Learning Tool Ever
- IRS Issues 2017 Inflation Adjustments for Many Tax Provisions
- Phishing Scams Target Tax Professionals
- Financial Reporting Blog: Best of 2016
- Physician Practice Acquisitions
- How to Jump Start Thought Leadership Marketing
December 2016
- You May Soon be Able to Exchange Your Extra Vacation Days for Other Perks
- Why Performance Management is Dead and Performance Motivation is Here to Stay
- Gimme Shelter: Help Clients Leverage Real Estate’s Investment Clout and Tax Advantages
- Book Review: BVR’s What It’s Worth:
- Licenses of Intellectual Property
- Treasury Selloff is About to End if Consensus Forecast is Right
- Why a Restaurant CEO Wants His Employees to Leave After Three Years
- U.S. Economy Grew 2.9% in 3rd Quarter, Picking Up the Pace
- Mitigation of Damages
- Lost Profits and Other Commercial Damages
- Pension Contributions Could be Bigger Boost to EPS than Buybacks: GSAM
- Will Your Next Tax Appeal be a Videoconference?
- Capital Budgeting in 30 Minutes
- What the Courts are Saying
- Lost Profits and Other Commercial Damages
- Using Harsh Feedback to Fuel Your Career
- Hiring Lessons from the Company Adding More Than 15,000 Employees in One Year
- Valuation Expertise is Necessary to Navigate Chapter 11
- Book Review BVR’s—What It’s Worth
- IRS Section 2704
November 2016
- How to Deliver the Financial Data Users Need
- What Large Firms Expect From New Accounting Grads
- Portfolio Valuation and Regulatory Scrutiny
- Analyst Considerations of a Taxable Stock Purchase M&A Structure
- 5 Strategies to Get and Keep More Referrals
- 7 Retirement Planning Steps Late Starters Must Make
- Analysis: Professional Skepticism: in the Age of Fair Value Measurements
- Market Participant Perspectives
- Book Review: BVR’s What It’s Worth
- Damages Remedies
- 4 Ways Accountants Can Get More Out of Social Media
- I.M.F. Warns of Anti-Trade Sentiment Amid Weak Global Growth
- RSP Permian/Silver Hill Energy: A Closer Look at the Acquisition
- Abolition of Mediation Joint Session
- Goodwill
- Robots, Robots Everywhere
- 5 Things to do Differently if you Want to Earn More Money
- Non-Traditional Venture Investors are Changing the Rules of the Game
- Bernie Madoff Fraud Fallout
- Objectively Supporting Discounts for Lack of Marketability
- A Crisis is Brewing
- How to Add a New Specialty to Your Practice
- 5 Scary Tax Characters to Watch Out For
- Ultimate Earnings Adjustments
- Exploring the Pluris® Restricted Stock Database and DLOM Calculator
- 4 Tips for Winning Referral Business Through Your Website
October 2016
- IRS Issues 2016–2017 Special Per-Diem Rates for Travel
- Checklist for a Better Negotiation
- Purchase Price Allocations in the Lab Services Industry
- Exploring the Pluris® Restricted Stock Database and DLOM Calculator
- Analyzing Complex Appraisals for Business Professionals by Shannon P. Pratt and John Lifflander
- Inherited Property
- Exploring the Pluris® Restricted Stock Database and DLOM Calculator
- Private Collection Agencies to Start Collecting Tax Debts in the Spring
- 5 Low- Or No-Cost Ways for CPAs To Help Slam the Door on Cybercriminals
- FASB Muses on Goodwill Impairments
- Disguised-Sale and Partnership Liability Allocation Rules Issued
- Top Considerations for 2016 Audit Cycle
- Noncompete Agreements for Section 280G Compliance
- How Much Information Do You Share With Your Spouse?
- Yes, Yet Another Article on the “Settlement” But With a Twist
- How to Make the Other Side Play Fair
- Considerations on Whether to Check the Box for Foreign Subsidiaries
- Recent Webinar on Proposed Changes to Section 2704
- 5 Proven Ways to Strengthen Your Marketing Plan
- 30 Ways to Structure a Transfer of a Business to a Successor
September 2016
- Ensuring Plausibility Under Daubert—Anything’s Possible
- UK Economy Must Endure ‘Short, Sharp Shock’ After Brexit Vote
- Twilio and the Rise of Debt Financing
- Sometimes it Sucks to be Right
- 30 Ways to Structure a Transfer of a Business to a Successor
- 7 Ways You Can Earn Tax-Free Income
- Succession Planning is Not About You. It’s About Your Clients.
- Allocating Purchase Price for a Pharma Transaction—Pfizer Acquires Medivation (Part II)
- Managing Professional Liability Litigation Against Accounting Firms
- Implications of Kirtsaeng for the Future Protection of U.S. Patents
- The Two Biases that Keep People from Saving Money
- How to Save Public Pensions, no Federal Bailout Needed: Retirement Scan
- Allocating Purchase Price for a Pharma Transaction—Pfizer Acquires Medivation (Part I)
- Impact of Inadequate Discovery
- Managing Professional Liability Litigation Against Accounting Firms
- Big IRAs and 401(k)s are at Risk: Where Else to Save?
- An Ecosystem Where Start-Ups Help Other Start-Ups
- Valuation Implications of the Proposed Changes to Section 2704: Good News or Bad News? Maybe Not so Bad.
- Managing Professional Liability Litigation Against Accounting Firms
- How to Conduct Due Diligence When Hiring a Forensic Expert
August 2016
- What to Do When Your Employee Asks for a Raise Too Soon
- How Lapsing a Life Insurance Policy With a Loan Can Cause a Tax Bomb
- Corporate Finance in 30 Minutes
- Use Your Firm’s Expertise as a Differentiation Strategy
- Common Fraud Red Flags
- Should I…Raise my Fees?
- Agencies Propose Amendments to Employee Benefit Plan Reporting
- Fairness Considerations for Mergers of Equals
- Proposed IRC Sec. 2704 Regulations Released
- Selecting the Right Forensic Accountant
- The 13 Biggest Financial Fears of Americans
- Worker Classification and the Evolving Service Delivery Model
- Five Variations on a Theme: Analyzing Transaction Premium Data (Part 2)
- Professional Relevancy vs. Commoditization
- Analyzing Lost Earning Capacity for the Self-Employed
- Who Should be in Charge of Big Data Analytics: the CIO, CFO, or a Specialist?
- Retirement Tips from Retired CPAs
- Five Variations on a Theme: Analyzing Transaction Premium Data (Part 1)
- The Comprehensive Guide to Lost Profits and Other Commercial Damages
- Analyzing Lost Earning Capacity for the Self-Employed
- Three Things to Keep When you Tackle Clutter
- Will Planned Derivatives Accounting Changes Stem Flow of Restatements, Improve Risk Management?
- Advisers to Clients: Don’t Hide the Wealth
- The Top Six Strategies for Generating Leads on Your Website
- The Court Has Spoken
July 2016
- Conservation Easements Contributions
- Top Highlights
- Expert Deposition Testimony and Responding to the Motion to Exclude Your Testimony
- Avoid These Mistakes When Planning an Exit
- Big Banks are Fighting Robo-Advisors Head on
- Market Value of Total Capital and Enterprise Value: Cash Creates Potential Differences in Total Capital Multiples
- 10 Networking Mistakes That Get in the Way of Your Success
- A 1939 Frame of Mind: Old-School NOL Carryover Rules Prevail in Some States
- Income Post-Mortem and Coupon Clipping
- The Expert Report
- Discounts for Lack of Marketability
- Hidden Headaches of Jointly Owned Annuities
- Post-Brexit Global Equity Loss of Over $2 Trillion Worst Ever: S&P
- Obama Administration Issues Rules for Employee-Wellness Plans
- Methodology
- Discounts for Lack of Marketability
- Succession Issues Likely to Fuel Urgency Around Retention of Women CPAs
- Pick the Right Retirement Plan–for Both You and Your Employees
- Accounting-Based Class Suits, Settlements Reach New Highs
- Appraisal Foundation Releases Final Guidance on Fair Value Measurement of Customer-Related Assets
- Are You Ready to Serve as an Expert Witness?
- Should Sponsorships be Part of Your Marketing Plan?
June 2016
- IRS Future State is Not a One Size Fits All
- How to Listen Like a Pro
- FINRA Fines Raymond James Record $17M for Compliance Failures
- New Rules for Goodwill Impairment?
- ABA Mid-Year Tax Section Roundup
- State Courts—Frye vs. Daubert
- The 76ers Will Make the 2015-16 Playoffs
- IBM Big Data Expert Shares Tips With CPAs
- Data Analysis Skills Lacking Among Finance Teams
- How CPA Firms can Evolve for Continued Success
- Federal Court—The Daubert Trilogy
- The 76ers Will Make the 2015-16 Playoffs
- Fed Board Expands Financial Stability Wing
- PCAOB Refines Auditor’s Reporting Model Proposal
- Dell “Loses” the Appraisal Battle but “Wins” Overall
- The Income Tax Treatment of Economic Damages Awards
- A Testifying Expert Believes the 76ers Will Make the 2015-16 Playoffs
- Social Security: Keeping Exorbitant Tax Rates at Bay
- Why Being the King of Currencies has its Pitfalls
- Crowdsourcing to Get Ideas, and Perhaps Save Money
- Non-GAAP Measures: The SEC Updates Interpretation of Disclosure Regulations
- How to Win Over the Jury
- The Cost to Obtain Liquidity
- You Need to Talk to Your Doctor About How You Want to Die
- Fed Keeps Rates Steady and Says Labor Market is Improving
- 5 Things to Consider Under the New Lease Accounting Standards
- Tax Court Rules of What Constitutes a Gift in the Context of a Split-Dollar Life Insurance Policy
- Core Strategies for Organic Growth in Accounting and Financial Services Firms
May 2016
- Measuring the DLOM for a Closely Held Company Controlling Interest
- Key Questions to Ask the Family Business Owner who Plans to Sell
- New Guidance Issued for Federal Public-Private Partnership Disclosures
- Non-GAAP Measures: Here to Stay?
- How Social and Digital Media can be a #Majorrisk
- U.S. Economy Stalls in First Quarter as Activity Weakens Broadly
- 88% of Firms Planning Cost Cuts in Next Two Years
- Expanding Your App-titude
- A Layperson’s Guide to the OPM: Everything You Always Wanted to Know About the OPM, But Were Afraid to Ask (Part 2)
- Lost Profits versus Lost Business Value
- How to Turn a Classic Networking Tactic into a Job Lead
- Avoid the Social Security Tax Trap
- How to Play the M&A Game
- A Layperson’s Guide to the OPM: Everything You Always Wanted to Know About the OPM, But Were Afraid to Ask (Part 1)
- Estate of Newberger v. Commissioner
- Creating the Bridge Between Transfer Pricing and the Valuation of Intangibles
- Tax Season Wrap Up
- Acquisition Rules for CPA Firms to Live By
- 7 Ways to Stop a Meeting from Dragging On
- An Introduction to Dividends and Dividend Policy for Private Companies
- What is the Best Way to Balance Your Marketing Investment?
- Accountants Are Not Allowed to Use Graphs
- Using PPA Data as Comparables in Upcoming Valuations
April 2016
- Update on Taxes and Terrorism: Why Client’s Data Could Become Vulnerable
- Charitable IRA Distributions: A Great Opportunity
- Cybersecurity: Unknown Google Device
- 7 Things to Know About the New Lease Accounting Rules
- Estate of Holliday, T.C. Memo 2016-51 (March 17, 2016)
- Auto Dealership Business Valuations
- When Good Communication Goes Bad
- How to Comply with the New Leases Standard
- Form 1099-C and COD Income: Key Timing Issues
- 5 Things to Know About Chapter 11 Bankruptcy and Valuation
- Including Causation in a Lost Profits Analysis
- Excessive Government Spending
- How to Prioritize Saving for Retirement
- 2016’s Dirty Dozen Tax Scams
- How Working an Extra Year Improves Your Retirement Finances
- Our Economy Has Changed. Should Our Accounting Standards?
- Excessive Government Spending
- Pending Revenue Proposals Could Impact Estate Planning Strategies
- Making Your CV Work for You
- Final Regulations Govern Sec. 6045 Reporting of Debt Instruments by Brokers
- 5 Ways to Overcome Procrastination
- Higher Standards for Fair Value
- Three Ways to Attract New Clients
- Mr. Unlucky—A Construction Worker Injured Twice On-site
March 2016
- Merit Pay Programs Falling Short of Goals
- Closed Pension Plans Could Meet Nondiscrimination Rules
- IRS Holds Its Ground in Substantial Business Activity Regulations
- Dual Fairness Opinions and the Role of the Valuation Firm
- FASB Issues New Standard for Lease Accounting
- Estate of Woelbing
- How to Build a Passionate Company
- U.S. Companies Align to Control Health Care Costs
- Non-Compete Agreements: The Good, the Bad, and the Ugly
- U.S. Tax Court Update
- Interviewing Skills and Techniques
- Why are CFO Jobs Taking Longer to Fill?
- An Integrated Approach to Decision-Making
- Consumers Power Past Headwinds
- Marking Illiquid Investments in Liquid Funds
- U.S. Tax Court Update
- What the Roach Motel and Hotel California Teach Us
- What If My Client Can’t Find a Loved One’s Will?
- Estate Planning for the 99 Percent
- Complicated Nanny Taxes Can Trip Up Families
- Business or Asset: Can You Tell the Difference?
- Stark Realities Continue
- Evaluating the Valuation Expert
- Can Forensic Experts Overcome Their Biases?
- Global Growth Fears Hit Bank Stocks
- 4 Steps to Creating a Social Media Policy for Your Firm
- Stunning Lack of Women in Corporate Leadership Roles Worldwide
- Preferences and FinTech Valuations
- Book Review—A Consensus View Q&A Guide to Financial Valuation
- How a High-Performance Website Feeds Your Firm’s Bottom Line
- Business Valuation and the Option to Abandon
February 2016
- Why Your Employee Performance Ratings Are Hurting Your Organization
- Expectations for Current Quarter’s Earnings are Rapidly Deteriorating
- CPA Marketing Toolkit for Small Business
- Crowdfunding: SEC Issues an Investor Bulletin
- Obtain More Clients
- The Role of the Financial Expert in Damage Cases
- Forward Citation Analysis as a Means to Apportion Relative Value in Patent Infringement Cases
- Estate of Purdue v. Commissioner
- Book Review—The Adviser’s Guide to Healthcare, Second Edition
- Chipotle: A Growth Story Ended (for Now at Least) by E. coli
- How Big Data is Changing Disruptive Innovation
- Proposal Aims for Uniformity in CPE Credit Increments
- Steve Forbes and U.S. Tax Court Judge David Laro to Headline NACVA 25th Anniversary Conference
- Fleming Cardiovascular, P.A. v. Commissioner
- Guide Brings Consensus View from Three BV Leaders
- Time Will Tell: Diverging Perspectives on BDC Portfolio Values
- Advisors Overweight Technology, Financials Amid Earnings Concerns: SSGA
- Temporary Regs. Under Sec. 482 Coordinate Transfer-Pricing Rules with Other Code
- Regulation and Geopolitical Instability Key Concerns for CEOs in 2016
- The Growing Movement to Track Employee Health
- Controversial Charitable Donation Rules Withdrawn
- Carefully Considering Pension Payment Options
- Lands’ End and Trade Name Impairment
- Reigning in Intellectual Property Litigation Costs
- Compliance
- Harnessing the Power of Referral Marketing
January 2016
- Momentum Fading for Global Economic Growth and Inflation: Poll
- Taking Control of the Final Form 1040
- How to Gather Risk Intelligence
- Dimon Was Spot on Last Week
- WikiLeaks Delivers—Valuation Reports From Top Firms (Deloitte, KPMG, E&Y, Houlihan & SVB)
- Tax Accounting Methods & Periods
- Consider Market Approach Intellectual Property Valuation Methods
- Legal Research
- A Guide to Reviewing a Purchase Price Allocation Report
- The Surprising Link Between Your iPhone Use and How Assertive You Are
- It’s Not Just About China: Company Profits to Drop—Again
- Book Review—Taxes and Value
- Utilization of the Asset/Cost Based Approach
- When it Takes Two to Plan for Retirement
- Preparing for the 2016 Filing Season
- Creating a Culture Where Employees Speak Up
- Valuation of Customer-Related Assets
- When Should an Appraisal be Attached to a Return?
- 9 Fixes for Mistakes You Might be Making in Your LinkedIn Profile
- Transitioning the Financially Inexperienced Divorce Client to Self-Sufficiency
- CPA Marketing Toolkit for Small Business
- Expanding Your App-titude
- 4 Benefits of Finding the Right Niche
- Are You GIPS-Compliant?
- How Professional Service Buyers Are Changing
- Reasonable Certainty in Lost Profits Calculations
December 2015
- 5 Signs Your Finance Team Rocks
- New Fed Rule Limits its Crisis Bailout Powers
- Chief Counsel Advice Tackles Sec. 752’s Impact on Partnership COD Income
- The CY 2016 Work Relative Value Units
- Taking a Deeper Look into Momentive, Part 2
- Report on the Review of the Definition of “Accredited Investor”
- To Beat Crooks to Your Tax Refund, Start Taxes Now
- What Amazing Bosses Do Differently
- Financial Reporting Blog: Best of 2015
- Discounts on Family Limited Partnership
- Taking a Deeper Look into Momentive, Part 1
- Goodwill Impairment Study 2015
- 2014 Purchase Price Allocation Study
- Single-Serve Control Premium?
- Complex Valuation Engagements
- Employee Hotline Best Practices
- Discount Rates
- Current Developments in Employee Benefits and Compensation
- Financial Abuse of the Elderly: Sometimes Unnoticed, Always Predatory
- Updated: Valuation Best Practices for Venture Capital and Private Equity Funds
- The Impact of the Federal Rules of Evidence
- Wellness
- What Drives Business Value?
- Tax ID Theft Victims may Obtain Copies of Fraudulent Returns
- Maximize Proceeds in Accounting Firm Sales
- Dissenting Shareholders and Bank Appraisals: Speak Now or Forever Hold Your Peace
- New Research Points the Way to More Referrals
- Separating Personal Goodwill from Entity Goodwill in the Closely Held Company Valuation
November 2015
- Hike in Healthcare Costs Sinks to 20-Year Low
- What to do with all the Business Cards from Your Last Conference
- Are IPOs the New Down Round?
- Digital Currencies
- The Professionals Involved Helping a Client Sell a Business
- Several Fed Officials Say They are Ready to Raise Rates
- JOBS Act Rules could Spawn Headaches as well as Capital
- 71% of Americans Fear Talking to Financial Advisers
- The IRS Equity Compensation Audit Guide
- What’s in a Name?
- Marijuana Dispensaries
- Internal Profiling for Fraud
- Congress Makes Changes to Partnership Audit and Adjustment Rules
- Expired Tax Provisions: No Relief In Sight?
- A Few Thoughts on Valuing Investments in Startups: An Interview with Travis Harms
- The Growth of Equity Crowdfunding Continues
- Post-M&A Disputes
- Freeze Entities
- Six Tips for Eliminating Disunity Among a Firm’s Partners
- What will the Labor Force of the Future Look Like?
- New Rules for Goodwill Impairment?
- Using LinkedIn
- Unprecedented Rise in Life Insurance Costs
October 2015
- 12 Best (and Worst) States for Advisor Pay: 2015
- Don’t Let Client’s Overlook These Key Estate Planning Issues
- Fairness Opinions and Down Markets
- “R” You Ready
- Modified Formula for Adjusting Cost of Capital
- Crowdfunding Brings New Opportunities for CPAs
- Boost Your Computer’s Performance
- Leveraged Dividend Recapitalizations and Leveraged Share Repurchases
- Dissenting Shareholder Appraisal Rights and Shareholder Oppression Claims
- Dissecting the IRS Job Aid on S Corporation Tax Affecting
- Social Media: Be Careful What You “Like”
- Bi-Partisan Estate Tax Reform Bill Introduced
- Turning on the Fasten Seat Belt Sign: Fair Value Measurement in Turbulence
- Promote Opportunity
- Quality of Earnings
- Dissecting the IRS Job Aid on S Corporation Tax Affecting
- BIS Highlights Trouble Spot for Global Economy
- 4 Reasons Clients Need You Now
- Cyber Liability Insurance for CPA Firms
- To (Appraisal) Arbitrage or Not?
- Enhancing Effectiveness at Work and with Your Life
- Caution: Be Sure to Consider Tax Structure
- Dissecting the IRS Job Aid on S Corporation Tax Affecting
September 2015
- Valuation Concerns Mark Southern Capital Forum: Are VC Trends the Canary in the RIA Coal Mine?
- Proposed Rules Govern Taxation of Gifts and Bequests from Covered Expatriates
- Breaking the Barriers of Estate Planning Fatigue
- Manage Your Time and Your Life
- To Cite or Not to Cite?
- How Social Media Impacts Business Development
- In the Eye of the Beholder: Increasing SEC Scrutiny of Public Company Fair Value Marks
- Deflategate, Binkygate & Disclosing Open Tax Years
- Where Does Your Firm Stand on Diversity and Inclusion?
- Promote Opportunity
- Estate of Giustina v. Commissioner
- Unicorn Valuations: What’s Obvious Isn’t Real, and What’s Real Isn’t Obvious
- The Return of Zero-Base Budgeting
- GAO: 401(k) Plan Executives Hesitant to Change Default Options
- Overcoming Conflict and Developing Peaceful Resolutions
- Treatment of Selling/Employee Shareholder
- The Utilization of the Market Approach
- Look Before You Leap: Evaluating a Section 83(b) Election
- Moving from CFO to CEO: A Half Brainer
- Going Mobile
- Communicating Effectively with Others
- Terms of Art
- Lost Profits: The Reasonable Certainty Standards and the Modern New Business Rule
- Equity-Based Compensation: Are Non-GAAP Earnings Misleading?
- Pricing Models For Financial Advisors and The Power Of “Free” Financial Planning
- New Law Imposes Immediate Estate Basis and Reporting Requirements
- Why a High-Performance Website May be Your Firm’s Greatest Asset
- Utilizing the Income Approach to Appraise Outpatient Enterprises
August 2015
- An Overview of Personal Goodwill
- Accounting Issues Mask a Seller’s True Value
- Fair Value Accounting
- Determination of the Appropriate Standard of Value
- Probability Based Estimation and the DLOM Calculation
- Crude Oil
- Surprise! The Cost of Cloud is About to Rise
- Yes, Virginia, the Cost of Capital Really is Low
- Common Misconceptions Regarding Healthcare Entity Valuations
- Unlocking Client Value Leads to Firm Growth
- Q&A: How to Present Your Prices to Customers
- New Rules Aim to Claw Back Incentive-Based Pay
- Regulations Determine Partnership Distributive Shares When Ownership Changes
- Estate of Richmond v. Commissioner
- Why Visible Experts are Transforming Firms
- Common Misconceptions Regarding Healthcare Entity Valuations
- CFOs: This Year is Going to Be Bad
- Rules for the Modern Investment Manager
- Ways to Ensure Your Firm’s Secrets Remain In-House When Employees Leave
July 2015
- Trump’s $550M Golf Empire May Be in the Weeds
- 8 Things You Need to Know About Section 409A
- How Millennials Will Reshape the Workplace
- Every Divorce Should Include a Lifestyle Analysis
- Are Family Limited Partnership Discounts About to End for Newly Formed FLPs?
- Fraud Risk Assessments
- The S-Value Premium
- The Downside of Automatic 401(k) Enrollment
- Public Market Views of EBITDA: Exxon Mobil and Apple
- Recovery of Hidden Assets Offshore 101
- Life Insurance Policy Audits
- Portfolio Marks: 2Q15 Outlook
- Three Tips to Boost Your Firm’s Competitive Edge
- The New World of Referral Marketing
- One of AIG’s Largest Shareholders Put the Terms of AIG’s Bailout on Trial
- Small Cap Goodwill Impairments on the Rise
- Q&A: Pricing Options that can Boost Firm Profits
- Highlights from the 2015 NACVA/CTI Annual Consultants’ Conference
- Private Equity Wants Your Business
- Mediation Confidentiality
- Make Your Company a Diversity Magnet
- Lower Valuations for Private Companies?
June 2015
- Life Insurance Policy Audits
- The Marketing Edge of a Credentialed Valuation Advisor
- Is a Bubble Forming in FinTech?
- What Makes Sequence of Returns Risk So Dangerous
- The Valuation Analyst’s Role
- An Overview of Methods for Estimating Lost Revenues in Economic Damages
- How to Value Venture Capital Portfolio Investments
- Overcoming Obstacles to Effective Scenario Planning
- Life Insurance Policy Audits
- Appropriate Use of Extraordinary Assumptions and Hypothetical Conditions
- Simpler Times Under ASC 805
- Commercial Real Estate, Chapter 11 Bankruptcy
- Considerations in Selecting an Expert Witness
- A Capital Raise in Acquisition Clothing?
May 2015
- Commercial Real Estate, Chapter 11 Bankruptcy
- Kardash v. Commissioner, T.C. Memo. 2015-51
- Second Fairness Opinions
- Mediation 101
- Forensic Techniques
- Q&A: What you need to ask clients before setting a price
- Understanding Compensation per Work RVU
- 50 Reasons for a Business Appraisal
- How to Avoid S Corporation Inadvertent Terminations
- Unique Issue in Standards for Distressed Business Valuation
- Hospital Valuations–Market Approach
- Regulation A+: Raising the Capital Cap for Small Companies
April 2015
- Selected Accounting Standards Update
- How the IRS Determines Reasonable Compensation
- Both Parties Fired Up over Estate Tax
- Financial Experts in Chapter 11 Bankruptcies
- Free Valuation Resources
- How to Defend Your Fees
- How the IRS Values Non-Controlling Interests in S Corps
- Eight Ways of Valuing a Family Owned Business
- Why Quality Matters in Valuation for Equity Compensation Grants
- The Valuation of a Closely Held Business
- Experts as “Mouthpieces” Are Not Experts at All
- Valuation of Contingent Consideration in M&A Transactions
- The Imperative of Considering the Concept of Highest and Best Use in Healthcare Valuation (Part 2 of 2)
- Standards for Distressed Business Valuation
- If Valuation Were an Olympic Sport
March 2015
- Intellectual Property Valuation for Bankruptcy Purposes
- The Imperative of Considering the Concept of Highest and Best Use in Healthcare Valuation (Part 1 of 2)
- An Update on Affordable Care Act Busy Season Developments
- Intellectual Property Valuation for Bankruptcy Purposes
- Lost Profits, Business Cycles, and the Reasonable Certainty Standard
- Fairness Opinions: Evaluating a Buyer’s Shares from the Seller’s Perspective
- Recommended Change Not Needed for Chapter 11 Cramdown Rates
- The Valuation of Trademark-Related Intangible Property
- 5 Things to Know About Chapter 11 Bankruptcy and Valuation
- Valuing a Business in a Client’s Personal Financial Plan
- Legal Implications for Hospital Boards, In-House Counsel, and Management to Consider to Avoid a Broken Deal
- Big Data = Big Opportunities
- Discounted Cash Flow Valuations (DCF): Academic Exercise, Sales Pitch or Investor Tool?
February 2015
- The Techniques and Methodologies Available
- Minimizing goodwill impairment differences globally: No fast or simple solution
- Managing Uncertainty for Market Advantage
- Development and Application of Company Management-Prepared Projections in a Dissenting Shareholder Appraisal Action Context
- 2015’s Dirty Dozen Tax Scams
- Stakes are High in Business Valuations for Estate and Gift Tax Reporting
- Business Valuation Multiples: Considering Your Client’s Business Interests
- Confronting Corruption
- Using ESOPS in Succession Planning
- Buy-Sell Agreement
- A Note on ESOP Valuation
January 2015
- Fraud Prevention 101
- Selected Accounting Standards Update
- How to Reduce Your Liability Risk in Business Valuations
- Estate of Natale B. Giustina, et al., v. Commissioner
- Difficulty with Applying the Contract Rate Approach to Chapter 11 Bankruptcy
- Roth IRA Second Thoughts? Recharacterize a Roth Conversion
- AICPA Weighs in on Tax Reforms to Paul Ryan
- Difficulty with Applying the Contract Rate Approach to Chapter 11 Bankruptcy
- Regulatory Tripwires and the FMV Implications of Health Systems Losing Money on Employed Physicians
- The Fed is More Confident of U.S. Recovery
- U.S. Government to Roll Out Resources to Assist Taxpayers with ACA Tax Filings
- Nevada Senate Bill 3501
- Is Strategic Planning Still Relevant?
- The Top Nine Tax Stories to Watch for in 2015, Forbes
December 2014
- Pricing on Purpose
- What is Your Name Worth?
- Building the Global Valuation Standard
- Donating RMDs Saves on Taxes, Other Benefits
- Pricing on Purpose
- U.S. v. Finely Hilliard, et al.
- Valuing Stand-Alone Ancillary Service and Technical Component (ASTC) Enterprises under Hypothetical Conditions
- Pricing on Purpose: How to Implement Value Pricing in Your Firm, Part 1
- Most Valuable Company in the World Is…
- Factors Affecting Succession/Exit Planning in the Veterinary Industry
- Business Valuation in Divorce Case Law Compendium
- Media Mergers to Increase in 2015
- NFL to Lose Tax Exempt Status?
- Taxpayer Loss
- Lost Profits and Other Commercial Damages
- Fair Value of Big Data
- M&A as a Growth Strategy
November 2014
- Considerations in the Valuation of Alternative Asset Management Firms and Carried Interest
- Hail to the…Redskins?
- IRS Loses Big in Tax Evasion Trials
- Is Solvency in the Eye of the Beholder?
- A Star Venture Capitalist in the Making
- IRS Announces 2015 Tax Adjustments
- Year-End Smart Small Business Tax Moves
- Three Common Roles for Financial Experts
- Valuation of Hospital System Targets
- Cyber Security Breaches Up 48 Percent in 2014
- Three Common Roles for Financial Experts
- Strategy and Equity Value
- Inside the Cross-Examining Attorney’s Mind
- Extracting Value from M&A Disputes
October 2014
- Best Methods for Using Restricted Stock and Pre-IPO Databases for DLOMs
- Ten Things Valuation Specialists Should Know about Fair Value Measurements and Private Companies
- Taxing the Cloud
- Private Company Performance Posts Third Straight Increase
- Estate of Elkins
- Improve Settlement Odds
- No Easy Solution for Identity Theft Tax Refunds
- The New Revenue Recognition Standard
- Koons v. Commissioner
- Treasury Department Blocks Corporate Inversions
- Divorce
- Use of Pratt’s Stats Transactional Data
- IRS Proposes New Changes to Cafeteria Plan Elections and Lookback Period
- Tips for Thwarting Currency Fraud
- Developing Supportable Attrition Rates in Customer Relationship Valuations
- FASB: ‘Going Concern’ is Management’s Responsibility
- Identifying and Calculating Recoverable Damages in Cyber Security Breaches—Part 2
September 2014
- Identifying and Calculating Recoverable Damages in Cyber Security Breaches—Part 1
- The Guideline Transaction Method
- CPAs File Class Action Against IRS
- Billion Dollar Battle for Dollar Store
- Considering the Subject Industry in the Discounted Cash Flow
- Life and Death: Valuing Life Insurance
- Calculations and Opinions: Bringing Clarity to a Cloudy Issue
- IBA Opens Membership to Non-Certified Business Appraisers (CBAs)
- Valuation Gymnastics in Final Deal for the Clippers
- Netflix Latest to Oppose Comcast Time Warner Merger
- Purchase Price Allocation
- Common Risks Often Missed During Due Diligence
- IRS Rewriting Tax Law?
August 2014
- Case Law Update: Recent Delaware Court Cases
- Sudden Loss and Estate Planning
- Profits without Prosperity
- Intangible Assets in Healthcare
- Fifth Circuit Vacates 40 Percent Valuation Penalty
- AICPA Survey Says Valuators Optimistic About Future
- An Embezzler—in His Own Words
- A Potential Pitfall in Industry Risk Premiums
- The High Cost of Keeping Credibility
- FASB Proposes Updates for Inventory Measurement
- Test Your Fraud IQ
- The Big “R”
- Valuation of Customer Relationships
- PCAOB (AS) No. 18, Related Parties Explained
July 2014
- Calculation Engagements—A Post-Mortem Perspective
- Standards Though the Eyes of a Practitioner
- Food for Thought: Restaurant Valuation
- A Potential New Way to Value Patents
- Necessary Adjustments
- Fitch Doubts IFRS Standards Implementation in U.S.
- Mercer’s Five Big Valuation Issues
- Valuing Equity in Real Estate-Holding Entities
- Practical Tips for Engagement Letters
- Healthcare Reimbursement Models to Change, Affecting Valuation
- Can a CEO Divorce Affect Corporate Valuation?
- AICPA Protests IRS Regulation for Tax Preparers
- Exit Strategy and Opportunity
- Intellectual Property Valuation Principles—Part 2
- Invisible Value
- Discovery Abuse in the Litigation Process
- One Quarter of All Public M&A Deals Involve Insider Trading
June 2014
- The Threshold of Commercial Reasonableness
- Practical Ideas about Implementing Transition Planning Services
- Five Overpriced Acquisitions That Were Smart Deals
- PCAOB Targets Crony Disclosures
- Unleashing the Power of Ratios
- Demand for Primary Care Physicians Outpaces Supply
- FASB and IASB Issue Revenue Recognition Standard
- 77,000 Banks Turn Over Data under FATCA
- 40 Under Forty 2014 Honorees Announced
- Discounting Economic Damages to Present Day Value
- Basic Statistics
- How GM Stock Holds Value Despite Recalls
- Tell It to the Judges
- Preparing for Deposition or Courtroom Testimony
- A Business Valuation Bubble?
May 2014
- Discount Rates in a Purchase Price Allocation
- Business Valuation—Economic and Political Considerations
- More Mega Media Acquisitions Raise Questions
- Regulation A+: Not for Start-Ups or Early-Stage Companies
- Was it Greed or Ignorance?
- ASB Releases Second Exposure Draft for USPAP Changes
- Hawaii’s 367,000 Percent Marginal Tax Rate—That’s not a misprint.
- Securities Law Changes
- Every Picture Tells a Story1
- LA Clippers Value Rises Amid Controversy
- Dissecting the Medical Practice Revenue Stream—Part 2
- The Third Leg of Expert Witness Preparation
- Healthcare M&A Focuses on Outpatient Facilities
- Damodaran Data Page Available
April 2014
- Rigging Valuations
- Business Valuator? Retiring Soon?
- Auditing the Auditors
- Ten Things for an Expert to Consider
- IRS Grants Relief To Small Estates
- Comcast Pleads Case in Time Warner Merger
- Preparing as an Expert Witness for Not-For-Profit Entities
- Fortune Cookies as Weapons of War
- The Pot Stock Renaissance
- Five MLB Teams Valued Over $1 Billion
- The Value Opportunity to Private Companies
- A Brave New World for Forensic Financial Analysts
- IRS Names Bitcoin Property, Not Currency
- Grant Thornton Survey: Regulation Overwhelming Auditors
- Ex-Ante and Ex-Post Considerations in Economic Damages Calculations
- Accuracy-Related Penalties
- Forensic Accounting Board Resigns
- SBA Answers to Congress on Going Concern
March 2014
- The Valuation of Being Bilingual
- Degree in Deception
- The Importance of Industry Research
- Private Equity Capital Tops $1 Trillion for High Price Deals
- What Methods Do You Rely on When Calculating DLOMs?
- Building Value from the Inside-Out
- U.S. Department of Justice Pursues 20K Tax Cheats Shielded by Credit Suisse
- Big Pharma Megamergers Bad for Management, Good for Shareholders
- Does a Forensic Accountant Need a Private Investigator License?
- Top Five Things Missed in Valuing Equity in Most Asset Holding Entities
- FASB Endorses VIE Alternative for Lease Arrangements
- Cannabis Conundrum for Banks
- Valuation of Promissory Notes
- Dissecting the Medical Practice Revenue Stream—Part 1
February 2014
- IRS Loses Bid to Mandate Continuing Ed for Tax Preparers
- Freddie, Fannie Fail to Analyze Appraisal Data
- Should you Review a Company’s Projections or Not?
- Normalization Adjustments
- New from Duff & Phelps
- SEC Considering Whether to Adopt Global Standards
- Former Yahoo Finance VP Talks Smart Acquisitions
- Federal Case Law Update
- Valuing Intangibles in a Business Combination
- Fitch Ratings Sees Decline for Real Estate Investment Trusts
- M&A Looking Up for Middle Market in 2014
- The Superiority of Regression Analysis over Ratio Analysis
- The January 31, 2014, M&A Broker No-Action Letter
- E-mail 40 Times More Effective Than Social Media
- Appraiser Quality Monitoring Website Launched
- M&A Advisory Services
- Tronox Creditors Recover $14 Billion in Damages
January 2014
- Wells Fargo Warming to Bitcoin
- M&A Failure When Cash Isn’t a Factor
- 16 Mistakes to Avoid in Valuations, Part 2
- Terminating Terminal Value
- “Non-Traditional Valuation” and US Stocks
- Are Tech Valuations the Next Dot Com Bubble?
- 16 Mistakes to Avoid in Valuations, Part 1
- Valuation of Stock Options
- Tax Issues and Intellectual Property
- Disruptive Technologies Transform Global Economy
- Effective Internal Fraud Controls
- Asset-Based Approach—Minority Interests
- Beyond the GAAP Income Statement
- Closing the Deal
- If You Want an Expert, Hire a Boy Scout
- Transferring High-Value Collectibles to the Next Generation
- Current Controversies Regarding Option Pricing Models
- Bank Failures and Forensic Accounting
- Audit Firms Scrutinized for Non-Audit Services
- Expert Witness or Hired Gun?
- Entrepreneurship and Transition Planning
- Implied Private Company Pricing Line Provides Cost of Capital Comfort
- Current Controversies Regarding Option Pricing Models
December 2013
- Incentives for Auditors to Tell the Truth
- Supreme Court Upholds 40 Percent Valuation Misstatement Penalty
- Leading Your Team
- How to Determine a DLOM for the IRS
- Case Law Update
- Website vs. Social Media for Brand Destination
- Valuing a CPA Firm
- An App a Day
- Huff Investment Partnership v. CKx, Inc.
- FASB Proposals Provide Exceptions for Private Companies for Fair Value Measurements
- Time, Technology Devalue Blackberry Patents
- Quarantines
- You May Not Need a Business Valuation
- Do Business Valuation Standards Apply to Non-BV Accredited CPAs?
- Affordable Care Act: A Healthcare Industry Game Changer
- World Banks Continue to Consolidate
- Beating the Market
- Transaction Advisory
- Case Law Update
- Owned and Operated
- The 2013 Resurgence of the Dividend Recapitalization
November 2013
- CPAs in Valuation and IRS Penalties
- Tax Court Says IRS Standards Too High for Qualified Appraisal
- Understanding Balanced Benchmarking
- Mediation’s Hidden Power
- ESOP’s Fables
- Valuation Impossible
- AICPA Draws the Line on Leases
- Auditors at Big Firms Cited
- Expanding Opportunities
- Preparing for Expert Witness Testimony, Part 2 of 2
- Guidance on Formula Gifts Between Family Members
- Morningstar Discontinues SBBI Valuation Yearbook
- Multi-national Companies Face Tax Risk with Transfer Pricing
- A Good Time to Sell a Business
- The Unreliability Of The Discounted Cash Flow Valuation Methodology
- Case Law Update-Federal
- Making Mediation Work for You
- Valuing S Corporations in Family Law Engagements
- Appraisal Institute Comments on 2016-17 USPAP
- Multi-National Companies Face Tax Risk with Transfer Pricing
- Going Concern Policy Revised by SBA
- Strategic Maneuvers
- State Case Law Summary
- Forensic Case Study Summary: Calculating Fair Market Value
October 2013
- Rising Stocks Enough to Justify Executive Pay?
- PCC Proposes Goodwill Amortization to FASB
- The Z-Score Revisited
- IRS Issues Rev. Proc. 2013-34
- Using F-Reorganizations Strategically in Mergers and Acquisitions Transactions
- IRS Loses in E&G Tax Case
- FASB Proposals Simplify Intangible Assets
- Does the DLOM apply? What level of discount is justifiable? Which method?
- Financial Forensics, Certified Fraud Examiners, and Master Analyst in Financial Forensics
- Maximizing the Buy/Sell Agreement Potential
- Structuring the Intangible Asset Analysis Assignment
- CPA Shortage Looming
- IRS Under Pressure for Large Corporate Pre-Filing
- Structuring the Intangible Asset Analysis Assignment
- Verbiage and Value
- Entertainment Tax Credits and Loan-Out Withholding
- Crossing the Line: Creative Accounting or Fraud
- Startup Strategy for Unpredictable Times
- Of Forensic Interest
- Business Valuation Reports in Decimal Outline Format
- Planning for Smart Structured Settlements in Divorce
- Economic Sectors Report Expansion in Beige Book Report
- Estate & Gift Tax Update
- The Level of Value
- Delaware LLC Operating Agreement Sets Forth the Ownership Interest
- Calculating the Preference Claim in a Chapter 7 Liquidation
- Accountable Care Organizations
September 2013
- The Impact of Digital Capital
- Nokia after Microsoft Deal
- Navigating Fraud
- Business Acquisition Market Improves
- Volatility and the DLOM
- A Bankrupt “Kodak Moment”
- Corps Prep 2014 Budgets with Eye on Tax Incentives
- Differential Method Adopted for Cost-Sharing Agreements
- Should M & A Clients Review Anti-Trust Implications as Part of their Due-Diligence?
- Subsequent Events Revisited
- Is Divorce Mediation Right for Your Clients?
- SEC Lifts Advertising Ban on Securities Firms
- Christie Kills BPO Legislation
- A Winning Match: ESPN & Louisville
- Fraud Risk Management: Is Your Company Proactive?
- Digitize Your Litigation Consulting: It’s Easier than You Think
- Case Law Update: Real Estate Appraisal and Government Contracts
- Marital Property: What’s Mine is Mine and What’s Yours is Mine—or Is It?
- Financial Institutions See Increasing Threat with Disposable E-mail
- Forbes Ranks Most Valuable NFL Teams
- Moving Toward the Virtual Firm (Part 5 of 5) Cloud Computing
- Issues When Valuing Healthcare Transactions
- Survey: Business Development Now Tops Forensic and Valuation Services Practitioners’ List of Concerns
- Making Sense of the Blockage Discount: It’s Much More Than Simple.
August 2013
- Private Equity Funds Liable for Bankrupt Company’s Withdrawal Obligation
- Adapting Digital Strategies to Evolve with Mobile User Behavior
- Moving Toward the Virtual Firm: Remote Office (Part 4 of 5)
- Witness Testimony: Your Day in Court
- Is Changing Your Fiscal Year to a Calendar Year a Trick?
- Case Update—Is the Discounted Cash Flow Model Subject to Manipulation?
- Using Warren Buffett’s “Buffett-style” Valuation on US Bancorp
- Dodd-Frank Survives Court Challenge by States
- The Storm is Coming, Will Your Firm Survive a Natural Disaster?
- IRC Section 4958 — A Big Hammer in the IRS Toolbox
- Moving Toward the Virtual Firm (Part 3 of 5)
- Minnesota Twins Ownership Tangled in IRS Estate Tax Debate
- Finance Chairman Preps Congress for Tax Reform
- Is Depreciation a Real Expense?
- On the Waterfront
- Moving Toward the Virtual Firm (Part 2 of 5)
- Healthcare Valuation Issues in 2013 and Beyond
- Pull the Plug on Tesla’s Value?
- Will Rising Interest Rates Damage Commercial Real Estate Value?
- Moving Toward the Virtual Firm (Part 1 of 5)
- Conversions from C to S Corporation
- Revisiting Subsequent Events for Gift, Estate and Charitable Contributions, and Increased Valuation Penalties Exposure
- Providing Effective Litigation Services (Part 4 of 4)
- Florida Adopts Daubert
- Economic Damages—Getting Personal
- The Latest Word on ESOPs: What We All Need to Know
- Collaborative Law in Divorce and the Role of the Financial Neutral
- Providing Effective Litigation Services (Part 3 of 4)
July 2013
- Experts Estimate Dodd-Frank to Be Complete in December
- Pursuing Litigation Consulting As a Career Path
- Do Business Valuation Standards Apply to Non-Accredited CPAs?
- Using Valuation Skills to Help Prepare a Business for Sale
- Providing Effective Litigation Services (Part 2 of 4)
- Fannie & Freddie May Be History
- REITs Fall Sharp Amid Doubts of Commercial Real Estate Recovery
- Rigging the Cost of Equity
- The Importance of Adhering to Ethical Standards
- Valuing Medical Practices
- Providing Effective Litigation Services (Part 1 of 4)
- Bank of America Moving Valuation Reports Offshore
- Private Capital Markets: Valuation, Capitalization and Transfer of Private Business Interests (Second Edition) by Robert T. Slee (John Wiley & Sons, 2011)
- Tax Court Analysis of 2703 Issues Instructive to Planning for Valuation Discounts
- Pass-Through Entity Valuations and Fair Market Value: A New Perspective
- The Last Frontier of the Digital Accounting Firm: How Technology is—Finally—Transforming Practice Management
- Are Valuation Experts Tax-Affecting the Wrong Earnings?
- Limitations of EBITDA as a Meaningful Financial Metric
- Valuing Life Insurance in Buy-Sell Agreements Takes Finesse
- Wi-Fi Convenience May Come With a Cost
- Private Equity Deal-Making Collapses in First Quarter of 2013
June 2013
- What Does Around the Valuation World in 90 Minutes Mean?
- Expanding Opportunities—Healthcare Consulting In an Era of Reform, Part I
- More Homeowners Buying “Air Rights”—KVUE (Seattle)
- IRS Resists Negotiation on Penalties—Appraiser News Online, Bloomberg BNA
- Defang the IRS’ Large Block Interest Position in an Audit
- Mitigate Risk Using Assessment of Corporate Cultures
- Why Rules of Thumb are Dangerous
- An Inside Look at Keller v. U.S. :IRC sec. 2036 and Valuation Discounts
- Business Valuations in the Middle Market Have Not Declined
- Managing Expectations: Working with a Younger Generation of Staff
- A Standards Committee Update: Calculations of Value
- Forensically Speaking With the Justice Department
May 2013
- How Should Valuators Retire Asset Obligations in Lease Agreements?—Grant Thornton
- SBA Loans Require An Independent Valuation—The Chattanoogan
- AICPA Supports Bill to Exempt Valuation Specialists from Fiduciary Status—CPA Practice Advisor
- Is There Actually Increased Value in Ambulatory Surgery Centers (ASCs) that Have Certificate of Need (CON) Protection?—ASC Review
- State Case Law Rules on ESOP Governance, Assets in Divorce Case
- Four Things Accountants Must Do To Keep Up With Technology—AccountingWeb
- U.S. Patent Law Just Changed. Here’s What You Need to Know—RocketLawyer, Forbes, CNN Money
- Davids versus Goliaths: A Closer Look at Valuation Distortions—Economic Times (India)
- Hedge Fund Valuations Under Scrutiny—Risk.net
- High Valuations May Be Bad for Your Business…And Your Ulcer—PE Hub
- IPA Board of Directors Approves First Industry-Wide Valuation Guideline for Non-Listed REITs—Wall Street Journal
- Current Practice Issue: Applying the Equity Method —Grant Thornton
- Federal Cases: ESOP Fidiciuary Responsibility, Valuation Misstatement Penalties, More
April 2013
- Top Ten Challenges Facing Medical Practices
- Why It Makes Sense to Involve a Forensic Technologist in Electronic Discovery
- Squashing Small Business
- AEB Editorial Template
- Einstein and Valuation: It’s All Relative!
- Fairness Opinions: Sometimes the Best Defense is a Good Offense
- A Growing Need for Specialty Practices Combining Real Estate and Business Appraisal —New England Real Estate Journal
- Federal Case Law: False Claims on Federal Loan Guarantees, Inadequate Discovery, and More
- Who Said What to Whom and Who Gets to Know About It?
- The Role of Earnouts in Acquisitions
- How to Make Employee Ownership Work for Your Business —Management Today
- Five Routes to More Innovative Problem Solving—McKinsey Quarterly
- Business Valuation and Financial Forensic SuperConference of 2013 Announced by NACVA and the CTI
- State Case Law: Iowa Focuses on Equalization Payments, Louisiana Considers Future Cash Flow
- FHFA to Congress: Scale Back Support of Mortgage Market—Appraiser News Online
March 2013
- How to Calculate Damages that Can Withstand a Challenge—Fraud Files
- FASB Extends Comment Deadline on Proposal for Accounting for Credit Losses—Accounting Web, PwC, KPMG, More
- Caveat Emptor: Business Valuation in a 21st-Century Economy—VentureCapital.org
- What Data Valuators Need from Physician Practices—and Why!
- Being Effective and Efficient
- Best Intentions: The Letter of Intent, Seller Beware
- Forensic Accountants Need to Know Private-Investigator Laws—Journal of Accountancy
- Tax Court Settles Art Valuation Case—Accounting Today
- Bank of America Cuts Appraisal Staff by 5 Percent—Bloomberg, Appraisal News Online, HousingWire
- 42 Appraisal Firms Form new Valbridge Property Advisors—Commercial Property Executive, Appraisal News Online, Valuation Review, More
- Payroll Audits Put Small Employers on Edge —Wall Street Journal
- Tax Services Now Fastest-Growing Niche Service Ahead of Business Valuation —Accounting Today
- Book Reviews: New Wiley Titles on Fraud
- ‘Win-Win’ Transactions: Keys to Successful M&A Negotiations
- Appraisal Distinctions: Earnings and Debt Play a Key Role in Determining Proper Use of Weighted Average Cost of Capital (WACC)
- Apple Loses Nearly Half of $1B Award in New Ruling —Reuters, Guardian, BVWire, Others
- Statistical Confidence
- Where’s The Money?
- Mercer Report Details “Levels of Value”—Mercer Capital
- Key Points to Cover in Corporate Financial Status Reviews
- Scoping an Engagement: Questions to Consider Before Any Appraisal, Part II
February 2013
- Country-specific Cost of Capital is ‘By Far’ Damodaran’s Most Popular Download —BVWire News
- Did Your Expert Use Correlation Analysis?
- State Case Law Rulings on Eminent Domain in California, Non-Competition in Texas
- Scoping an Engagement: Questions to Consider Before Any Appraisal
- M&A Multiples: Business Value v. Balance Sheet Value
- Tax Court Considers Renovation Value of $10M Home; Bankruptcy Court and Expert Testimony
- Financial Forensics in Arson Cases
- Value Focus: Insurance Industry —Mercer Capital
- Kite v. Commissioner is a Major Loss for IRS —Financial Planning
- Main Title Section
- Idaho Wants to Tax the Cloud—Wall Street Journal
- Fraud Triage: First Steps When Fraud Is Discovered
- A Closer Look at Control Premiums
- Experts and Alternative Dispute Resolution
- IRS Wins Major Tax Shelter Case —WSJ Washington Wire
- FASB Clarifies Nonpublic Disclosure Exemption —Journal of Accountancy
- Guess Which Credit Market is Bigger than Treasuries, Mortgages, and Corporate Bonds? —Business Insider
- The Fed Gets a Bubble Cop —New York Times
- State Case Law Updates—Deloitte
- Taxes Aren’t The Only Thing That’s High: Police Say People Smoking Pot, Doing Taxes at Clay H&R Block —Daily Mail (Charleston, W. Va.)
- 5 Overlooked Tax Breaks for Small Businesses—Wall Street Journal Small Business Blog
- A Federal Appeals Court is Scheduled to Hear Arguments Today Over When Software is Patentable —Wall Street Journal, Seeking Alpha
- 3 Silicon Valley Trends That Will Reshape the Financial Services Industry —Forbes
- CPAs Moving Into Mobile App Business —Journal of Accountancy
- Has Governmental Anti-Kickback Statute Enforcement Kicked Back Royalty Rates?
- Boundaries in Business Appraisal
- How to Commit a $200 Million Scam: Inside the Year’s Most Shocking Credit Card Fraud —Daily Beast
- The McLean Group: New Guidance on When to Use a Recent Round of Financing to Estimate Fair Value
- Post Office to Stop Delivering Letters on Saturdays —Accounting Today
- How IRS Taypayer Advocate Can Help CPAs’ Clients —Journal of Accountancy
- Do You Know What Your Business Is Worth? You Should. —New York Times
- NYU’s Legendary Valuation Expert: 4 Things Apple Must Do To Become A Hot Stock Again —Business Insider
- The Bond Vigilantes Have Been Taken Out Back And Shot —Seeking Alpha
- Opinion: Where Revenue Ruling 59-60 Got it Wrong —BVWire News
- A Foolproof Approach To Writing Complex Excel Formulas —Search Engine Land
- U.S., States Plan to File Civil Charges Against S&P —Wall Street Journal
- SEC Suggests Creation of Small-Business Exchange —Bloomberg
- Closing Tax Loopholes Could be Key to Budget Deal, Obama Says —New York Times, CBS News, and Washington Post, Associated Press
- Deloitte: Hedge Funds Meet to Assess New Pressures in the Year Ahead —CFO Journal
- Survey: 86% of Young Investors Ready to Fire Parents’ Advisor —Financial Planning
- Forensics Trends for 2013 —Government Info Security
- Get Your Cash Faster: 7 Shrewd Tips —Inc.com
- How to Use Accounting as Strategy —Inc.com
- 100 Small Banks Use JOBS Act to Stop Reporting to SEC —Washington Post
- Ernst Publishing Patents Mortgage Fee Calculator —American Banker
- 5 Must-Ask Questions for Business Buyers —Inc.com
- IRS: Cheapest Obamacare Plan Will Be $20,000 Per Family —IRS Report, HuffPo, Catholic News, Yahoo! Answers, Economonitor. JofA Explains Details.
January 2013
- Ten Hard-Earned Lessons About Selling a Business —New York Times
- Seth Godin: Why Small Businesses Fail—Inc.com
- Rob Slee Draws Distinctions: Distressed Deals, Healthy Deals, Zombie Deals, and What’s Important to Value Creation —MidasNation
- 12 Great Motivational Quotes for 2013 —Inc.com
- Will “Pay for Performance Work in Healthcare?” Times Editor has Doubts. Here’s Why. —NY Times
- Small Firms Say LinkedIn Works, Twitter Doesn’t —Wall Street Journal Plus: YouTube Starts Charging
- IRS Wants Tax Preparer Licensing Injunction Suspended —Accounting Web
- The Top Tax Season Trends, Issues and Opportunities —CPA Trendlines
- 2013 Litigation Technology Update
- Investment Profiles and Valuation Discounts
- “Linked Out”: A Response to a Business Valuation Standards Discussion
- Texas Systems Latest to Launch ACOs —Modern Physician
- IRS Opens a Tumblr Blog —Accounting Today
- Why Concierge Medicine Will Get Bigger —CBS Marketwatch
- Six Ways Physicians Can Improve Their Public Speaking — Physicians Practice
- BlackBerry 10: Five Questions CIOs Should Ask —WSJ CIO Journal
- Avoiding Last-Minute Errors — Before the Last Minute! — Wall Street Journal Tax Blog
- SEC Enrolls in Private Equity 101 —PE Manager
- Fight the Nine Symptoms of Corporate Decline —Harvard Business Review Network Blog
- 2013 M&A Surge Seen if Fiscal M&A Resolved —CBS Marketwatch
- Estate of Gallagher Tax Court Case is a Valuation Tutorial
- The Impact of Value on M&A Activity
- Federal Court Rules Against IRS Regulation of Tax Preparers — Journal of Accountancy
- Health Law Pinches Colleges —Wall Street Journal
- Wills, Trusts, & Estates Law — Top Downloads: Premarital Agreements, Posthumous Conception, and “Occupy the Tax Code: Using the Income Tax to Reduce Inequity”
- 10 Overlooked Tax Breaks —Accounting Today, Bankrate.com
- New Appraisal Standards Approved for Higher-Risk Mortgages —Appraiser News, Bloomberg, Housing Wire, Mortgage News Daily, Appraisal Scoop, Real Estate Advantage
- “Health Scare for Small Businesses” — WSJ Law Blog — Growing Trend — Stories in NYT, Economist, WaPo, CNN, Forbes, US News & World Report, The Hill, & More.
- Afraid of Being Sued? 4 Ways to Keep Lawyers at Bay —Inc.com
- Rethinking The “Right-of-Use” Asset—Grant Thornton
- FAF Review Team On FASB Statement 131 Segment Reporting —MarketWatch
- Middle Market Leaders Weigh in On Fiscal Cliff, Recovery —President & CEO Magazine
- IRS Offers Simpler Option for Calculating Home Office Tax Deduction—Accounting Today
- Supreme Court Will Consider Case on Foreign Tax Credit —The Tax Adviser
- Federal Case Law Weighs In On Partnership Interests, Charitable Contributions
- Key Employee Issues in the M&A Process: Blackmailed or Cheated
- Tech Valuation Roundup, 2013: Facebook, Ebay, Spotify, FourSquare, Zynga, Infosys—Overvalued; Still: Google Holds Its Own
- Iterating the Weighted Average Cost of Capital
- Ten Tech Predictions for Medical Practices in 2013 —Physicians Practice
- Want to Kill Innovation at Your Company? Go Public. —WSJ, ABJ: Citing Stanford Business School Study
- 5 Ways to Truly Enjoy Tax Season —AICPA Insights
- Jury Awards $1.17 Billion in Patent Suit —NYT
- What the New Tax Law Means for You and Your Clients —Accounting Web
- Accounting Convergence Process in Limbo Without U.S. Decision —WSJ CFO Journal
- Will a Robot Take Your Job? —The New Yorker
- With New Health Law, Sharp Rise in Premiums—New York Times, 20+ Other Outlets
- New York Updates Franchise Reporting Regulations —Deloitte
- Deloitte: California Franchise Tax Board Revamps Rules on Small Business Stock Gain Exclusions, Deferrals
- Big Four Firms Saw Big Revenue Increase in 2012—Accounting Today
- Which Discount and/or Premium Applies?
- Advice When Using the Weighted Average Approach to Project Future Earnings
- Private Capital Markets: The Major Themes
- 12 Metrics All CPAs Should Track —AICPA Insights
- CFOs: IASB Should Provide Better Definitions for Debt Instruments —CFO.com
- VC in 2013: The Potential of Small Business —WSJ Venture Capital Dispatch
- Global Accounting Bodies Rethink FASB, GAAP Convergence —Journal of Accountancy
- “Fiscal Cliff” Legislation Includes Huge Number of Tax Provisions —Journal of Accountancy
- 6 Things You Won’t Believe That Are In The Fiscal Cliff Bill That The Senate Passed At 2 AM While Most Americans Were Drunk —Business Insider
- Senate’s “Fiscal Cliff” Bill Adds $4 Trillion to Deficits: CBO —Reuters
- The CPA Trendlines Top 20 Topics of 2012 — and What to Watch for in 2013!
- Fiscal Cliff Tax Deal: What Does it Mean for Small Business? —Forbes
- Grand Bargains Give Way to Quick Fixes —NY Times
December 2012
- Small Business Considers How to Manage Growth, Comply With Healthcare Mandates —Wall Street Journal
- Forth Quarter CEO Message
- 10 Physician Practice Trends to Watch in 2013 —Fierce Practice Management
- The Best Business Books Of 2012—Fast Company
- A Valuation Puzzle: Barnes and Noble’s Digital Business is Worth Twice as Much as Barnes & Noble —Wall Street Journal
- Five Key Questions to Determine an Appraisal’s Scope and Fee
- Do Not Become a ‘Damaged’ Expert
- Extreme Makeover: IBA Market Database Gets a Face Lift
- The Key to M&A Success: Validate the Value of the Acquisition to the Buyer
- Developing Pricing Multiples Using the Direct Market Data Method
- Exiting a Business Profitably Is More About Analyzing Value Than About Good Luck
- Case Law: Valuation Experts Play Key Roles in Cases in Texas, Arizona
- Navigating Litigation Reporting Standards
- New Data Offer Support for Appraisal Assumptions
- 12 Questions Rising Stars are Asking About the Path to Partner—CPA Insider
- Intangible Brand Values Spark Appraisal Debate—HotelNewsNow.com
- U.S. Small Business Hiring Plans Plunged in November, Hit Four-Year Low—WSJ Real-Time Economy Blog
- New Focus: Medical Practice Compliance Plans—Physicians Practice
- Special Needs Trusts—Wills, Estates, & Trusts Prof Blog
- That Didn’t Take Long: Crowdfunders Charged with Fraud
- Why Bad Multiples Happen to Good Companies—McKinsey Quarterly
- The Courts Weigh In: Mortgages, Penalties, and Taxes
- What Business Are We In?
- Digging the Hole Deeper
- Cheap, Fast, and High Quality: Pick Any Two
- IFRS for U.S. Issuers—Grant Thornton
- Tax Moves to Make Now—WSJ, Reuters, Accounting Today, Accounting Web
November 2012
- Manage Organizational Change Carefully, Avoiding Pitfalls —Practice Management Solutions
- A Tale of Two Betas
- An Analysis of Discount For Lack of Marketability Models and Studies
- Mobile Cyber Security War: We are All on the Frontlines
- Protecting Your Electronic Intellectual Property
- Case Law—State: Ohio Rules on Experts, and Delaware on Share Value
- 20 Questions: Getting to an Informed Assessment of Industry Risk
- Avoiding Litigation over Buy-Sell Agreements
- CBO: New Obamacare Taxes Raise $6.9 billion in 2016; Average Tax is $1,600 —CBO, Washington Examiner
- A Dozen Tax Cuts Expire on Dec. 31st; New Tax Hikes Take Effect—NYT
- To Cite or Not to Cite? That is the Question! Tips on Preparing Expert Reports
- Federal Case Law: Fifth Circuit and Tax Court Rule on Penalties, Charitable Deductions
- Want to Be Sure You Don’t Regret a Business Sale? Think Through These Seven Points
- How Obama’s Re-election Will Change Medical Practice Staff —Physicians Practice
- The 2012 Elections: What Do They Mean for Accountants?—NYT, WSJ, FT, Private Equity, Accounting Today, CPA Trendlines, Reason
- Are We All Hired Guns? How and Why Financial Experts Differ
- The Relevance of Royalty Rates in the Valuation of Intangibles
- Estate Planning for Jedi Masters —CBS Marketwatch
- AHA sues HHS over Medicare Payment Denials —Modern Healthcare
- Hurricane Sandy Tax Planning—Forbes, WSJ, Accounting Today, Accounting Web
October 2012
- A Tale of Two Depositions
- How to Estimate the DLOM for Controlling Ownership Interests
- IFRS News: What’s Happened this Quarter, Summarized by Grant Thornton
- Patent Holder Sues Apple Over Quick Look File Viewer —c:net
- SEC Reviews Private Equity’s Valuation of Portfolio Companies
- Outcome Analysis: Learning from the Adversarial Process
- Interview with Marcie D. Bour
- What a Matrimonial Attorney Needs From a Financial Expert
- For What It’s Worth: Dirty Harry and Business Valuation
- Demand for Forensic Accounting is Expected to Expand – CPA Insider
- Breaking Up (With a Co-Founder) Is Hard to Do —WSJ
- Federal Law Cases Review Mortgages, Broker Price Opinions
- Fraud Risk Assessment: Proactive Solutions for Managing the Risk of Fraud
- An Expert’s Deadly Disease—Bias
- Strong Valuation Opinions Include Methodology Explanations
- State Case Law: Rulings Turn on Appraisal Requirement, Value of Intangible Contribution
- In Physician Buy-Out Agreements, Determining a Valuation Formula is Critical
- Five Things You Can Do To Build Value
- What’s Behind the FASB/IASB Dispute on ‘Impairment?’
- Using Fairness Opinions to Manage Risk in Middle-Market Transactions
- ESOPs in 2028
- A Business Plan Needs an Exit Plan from the Very Start
- Current Medical Loss Ratio (MLR) Rebates Have Varied Tax Consequences
September 2012
- Tips on Finding Board Members for Family Businesses
- Intellectual Property Forensic Analysis Valuation Considerations
- Six Keys to Avoiding Section 6701 Penalties
- Risky Business: How Data Analytics Can Help
- Arizona Board of Appraisal Dismisses USPAP Violation Complaint Filed by Chase Bank. Here’s Why it Matters. —Appraisers Guild
- Four Questions Private Equity Investors Can Use to Find a Diamond in the Rough —Axial Markets
- Preparing for Trial: Guidelines to Ensure Your Expert Testimony is Top Notch
- Investigating Embezzlement: Three Big ‘Don’ts’
- Georgia Case Turns on Memorandum of Agreement Establishing Valuation Methodology
- ESOPs―The Swiss Army Knife of Liquidity Strategies
- Book Review: Middle Market M&A: Handbook for Investment Banking and Business Consulting
- Exit Planning: Nine Options to Consider
- 409A Options Valuations: Who Pays the Price and What We Can Do
- How the Changes to the Government’s Credit Rating Impacts Discount Rates
- The Top 10 People in Accounting, 2012 —Accounting Today
- Understand the Value of an Insurance Brokerage —Mercer Capital White Paper
- How Physicians Can Negotiate the Best Hospital Employment Deal —Physicians Practice
- New Illinois Law Implements the Illinois Independent Tax Tribunal
- Same Doctor Visit, Double the Cost —WSJ
- Four Specific Steps for Succession Success —JofA
- Private Equity Overhang: Companies Waiting for Exits —PE Hub
- Book Review: Anatomy of a Fraud Investigation
- S-Corporations and Taxes: A Summary of Relevant Case Law
- Part II: Dual-Purpose 409A Valuations: Here’s Why and How They Overvalue Stock Options
August 2012
- How to Super Charge Your Accounting Practice
- 12 Fatal Mistakes to Avoid When Selling Your Business
- Why Using a Mentor is Key to Building the Value of Your Firm’s Work
- Dual-Purpose 409A Valuations: Here’s Why and How They Overvalue Stock Options
- Insufficient Evidence and Defensible Opinions
- Are Banks Attempting to Strong-Arm Appraisers into Violating Client Confidentiality?
- Accounting Differences Crimp Cross-Border Mergers —CFO.com
- Small Business, Big Risk: Two Surveys Highlight Fraud Vulnerability. —JofA
- Rob Slee at MidasNation: “Economic Armageddon Day is Here!” —MidasNation
- The Value of Brands in M&A
- How to Minimize the Impact of Divorce on Your Small Business
- Time to Start Valuing Human Capital as an Asset on the Balance Sheet
- Sale Options for Senior Physicians
- Proposed CFPB Rule Requires Lenders to Provide Free Appraisal Reports
- The Essential Elements of a Business Contingency Plan
- Eight Tips for Staying One Step Ahead of the Competition (And Maybe the Client, Too) —CPA Trendlines
- CFOs Weigh In on Benefits of Cloud Computing —Accounting Web
- FASB Releases Plan on Financial Reporting Adjustments for Private Companies —JofA
- Five Things to Know about Business Valuation When Making an Acquisition —Smart Business
- Brand Valuation: The Methodologies
- Reasonably Certain Foreseeable Future Events and the Standard of Value
- Case Law: States Opt for Accredited Appraisers, Limit Expert Testimony, Consider Contracts
- Valuing Complex Ownership Structures
- 3 Tips to Ensure Your Business Can Survive Your Death. —Gatehouse News Service
- What To Do When You Lose Your Biggest Client? —CPA Trendlines
- Why Capital Structure Matters: Cost of Capital, Debt/Equity Balance are Key to Successful Appraisal. —TimesFreePress
- Appraisers are Gatekeepers to Gift Tax Deadline —Reuters
- How Charitable Remainder Trusts Reduce Tax, Ensure Regular Income
- Why Company Culture Matters to Business Value
- Factors to Consider When Hiring an Expert
- Building Sustainable Competitive Advantage
- Should Hospitals Be More Like Chain Restaurants? —New Yorker
- Has Middle Market Investment Temporarily Peaked? —PE Hub
- U.S. Awaits Biggest IPO Week Since Facebook —Wall Street Journal
- Bill Gross: We’re Witnessing the Death of Equities —WSJ Market Beat
- 7 Steps to Successfully Protecting Confidential Information —J of A
- Mercer: Understanding The Income Approach to Marketability Discounts—Valuation Speak
- How Volatility Eases Exit Planning
- Expert Witnesses: Is Your Internal Testimony Consistent? Consider This Cross-Examiner Attack!
July 2012
- Healthcare Cloud Technology Market to Hit $5.4B in Five Years
- IRS Compliance Trends for the Next Decade
- Has Sarbanes-Oxley Failed?—NYT, WSJ, IBD, Reuters, & More
- IRS Symposium Proceedings Summary for ASA Chapter —Primus Valuations Blog
- Small Businesses Face Property Insurance Hike
- M&A Tips: What to Say When a Buyer Calls
- How to Set up Buy-Sell Agreements
- Winning the Report Writing Derby
- Five Strategies to Survive as a Physician Under the ACA —Physicians Practice
- S Corps and the New 3.8% Tax on Investment Income
- Innovation, Technology Can Help Physicians Stay Independent —Physicians Foundation
- Mark Dietrich Follow Up: Assessing Intangible Value in Physician Practices Using The Cost Approach
- ACFE Fraud Museum Displays Bernie Madoff’s Cigar Box, Enron Stock, Nigerian Fraud Letters, More —Accounting Today
- What’s Your Fraud IQ?
- Managing Catastrophic Risk: Why it’s Critical and How to Do It!
- What’s in a Name? How to Value Trademarks and Trade Names
- Considering the Fair Market Value Standard When Evaluating Fractional Interests
- Bankruptcy Court Upholds Tax Credits in Appraisal of Apartment Buildings —Appraisal Institute
- Valuing David Einhorn’s Portfolio—The Discounted Cash Flow Model —NASDAQ Community Site
- Don’t Believe Everything IRS Examiner Tells You —Bankrate
- Sub-100M Revenue Companies are Having More Successful IPOs than Big-ledger Counterparts —IPO Dashboards
- Top 10 Challenges Facing Medical Practices Today —MGMA
- Twelve Factors to Determine When to Take and When to Avoid Risk
- Family Businesses Can Survive Through Recessions
- Family Business Breakthrough: Wandry v. Commissioner a “Landmark Decision” That Allows Tax-Free Ownership Transfers Over Generations —WSJ
- More on Healthcare Tax Increases Kicking in on Jan. 1, 2013 —WSJ Tax Report
- A Short History of Congress’s Power to Tax —WSJ
- In an Unusual Tax Year, the Wealthy Turn to Partnerships —NY Times
- 2011 Goodwill Impairment Study —Duff & Phelps
- Do Your Partner Agreements Include These Six Key Provisions?
- Return on Invested Capital and Growth: M&A Multiple Drivers
- Palmerino v. Palmerino & Giaimo v. Vitale
- What the Supreme Court’s ACA Ruling Means for Physicians —Physicians Practice
- Family Business Challenge: Bringing in External Leadership —Forbes
- Investment Banks Look to Step up Accounting Talent
June 2012
- Affordable Care Act Upheld
- Bankers at Buyouts Chicago Say Middle Market M&A Isn’t Seeing a Slowdown —PE Hub
- Gross v. Commissioner Examines Step Transactions in Funding an FLP
- Book Review: The Financial Professional’s Guide to Healthcare Reform
- A Matter of Liquidity: Why the Black-Scholes Model Overvalues Conversion Options —Pluris
- Keys to Effective Presentation: Graphical Illustration of Quantitative Data
- The One Percent Solution
- Supreme Court Decision on Healthcare Could Rouse Market, Drive Deals —Private Equity International
- Ferguson: Audit Errors Showing Up More Often —WSJ CFO Journal
- Moody’s Downgrades Ratings of 15 Major Banks —NYT Dealbook
- Post-Convergence, IASB to Focus on Confusing Standards —WSJ/CFO Journal
- Successful Medical Practice Valuation
- A Market of Lemmings: BV for the Litigation Practitioner
- Karl D. Keegan’s Biotechnology Valuation Helps Navigate a Difficult Field
- Why Did I Select This Expert?
- Successful Exit Planning for Main Street Business Owners
- Benchmarking is not Just for Clients
- Be Careful When Using EBITDA for the Terminal Valuation Calculation
- Bernanke on Bankers on Fed Boards, Too Big to Fail and Deflation —WSJ Real Time Economics
- M&A Restatements Prevalent, AAA Study Shows —AccountingWeb
- Offer in Compromise Rules Made More Flexible in Expansion of Fresh Start Program —Journal of Accountancy
- Profits from Unfinished Business Belong to Dissolved Law Firm, NY Judge Says
- America’s Wealthiest People: Who are they?
- Capitalized Earnings: When are the Earnings Stabilized?
- Smart Acquisitions Drive Growth. Here’s How to Get the Owner to the Table.
- Einstein and Valuation: It’s All Relative!
- ValuSource Introduces: The Richest and Most Comprehensive Comparables on the Web: IBA Data, 24/7
- Structuring Competitive Physician Compensation Models
- Ten Deadliest Mistakes of Expert Witnesses
- Key Employee Issues in the M&A Process: Blackmailed or Cheated?
- If a Business Owner Dies, Who Can Access the Web?
May 2012
- Case Law—State: Case Law—State: American Ethanol, Inc. v. Cordillera Fund, LP
- Payment Controls in Small Business
- Estate Taxes: Where Do We Go From Here?
- Three Steps for Building a Winning Case with Financial Analysis
- Healthcare Practice Trends: M&A, Compliance, and Standard-of-Care Metrics — Metropolitan Corporate Counsel
- When Clients Don’t Buy What a CPA Firm is Selling
- Tax Court: No Cancellation of Debt Income Despite Form 1099-C –Accounting Today
- Corporate investigation may lack the glamour of Bond and Bourne, but the two worlds aren’t so far removed.
- Lease Accounting Breakthrough Could Come in June –CFO Report
- Wave of Deposit Money Pours Into U.S. Banks. Demand for Loans Lags. –WSJ
- Private Equity LBOs Up–And Funded With Less than 30% Equity –Mergers & Acquisitions
- Defining Practice Management: The View from Inside
- PCAOB: Asset Valuation is Most Common Big Four Audit Problem –WSJ CFO Report
- The Accounting Crows Rock Out for Kids Camp
- Samsung: Apple Expert Witnesses in Patent Trial are “iSheep,” Unqualified –BGR
- U.S. Private Companies Get Separate Accounting Board –WSJ
- The Secret to Getting Small-Business Loans –OPEN Forum
- 4 Ways to Value a Startup –Investopedia
- 6 Pitfalls to Avoid When Merging Your CPA Firm
- AICPA Survey: Demand for Forensic Accounting is Up. Find Out How Much.
- What if Accountants Offered Work “In 30 Minutes Or It’s Free” or: “Absolutely, Positively Overnight”? It Could Change Everything!
- CBO: Taxes and Spending Cuts Will Likely Send U.S. Into Recession
- Private Equity Pros to Watch: 10 PE Investors Reshaping the Business — Mergers & Acquisitions
- SEC Ramps Up—New Enforcement Tools Include Cluster Analysis, Fuzzy Matching. Plus—Open Channels to DOJ, FBI.
- Few Small Businesses Claim Health Insurance Tax Credit –Accounting Today
- Seventh Circuit Applies ‘Independent Investor’ Test to Help Determine Reasonable Compensation
- Lawmakers Put S-Corporations in Their Sights
- Two Unexpected Paths to Small Business Growth
- Do Our Brains Really Even Know How To Evaluate A Monte Carlo Analysis?
- Survey: The 8 Qualities Employers Most Want in Their Employees
- Three Ways to Make Your Employees Happy — American Express OPENForum, Families and Work Institute
- Compilation Reports for Valuation Engagements? AICPA Offers Q&A on SSARSs and SSVS Confusion.
- Healthcare Use Down, Costs Up 10% — WaPo, Politico
- CTI Schedule and Discounts
- Third-Party Valuation Opinions and Private Equity: A Conversation with Houlihan Lokey Managing Director Cindy Ma –Private Equity Manager
- IASB Plans Network for IFRS. U.S. Seen Cautious. World is Cranky. Deadline: 2013.
- Black-Scholes: The Math Formula Linked to the Financial Crash. –BBC
- 5 Things Small Business Investors Need to Know about “IP”
- Sen. Schumer Proposes 30% Tax on Facebook Co-Founder, Others Who Renounce U.S. Citizenship for Tax Purposes
- Court Followers: Supreme Court Patent Opinion Fuels Greater Demand for Expert Testimony
- Global Private Equity Database in Works: Leading Partners, Harvard Business School Join for Effort. – Private Equity Manager
- Could you discuss several benchmarks that surgery center leaders overlook or under-use in their benchmarking efforts?
- “Regulations Pushing Up Financial Firms Costs” Finds Study. Burden: “60 Rule Changes Every Working Day” –Financial Times
- Debtors Must Pay Capital Gains Tax in Full, Supreme Court Holds
- FEI Details Regulatory Action on Private Companies: FASB on Definition and Standards. IFRS Proposals. More.
- ‘If Facebook’s Profit Model Stays the Same, This Valuation Doesn’t Make Any Sense’ –Espen Roback, Pluris, in The Atlantic
- Study: Independent Board Is Key to Family Business Succession Plans
- Friday Fun: Social Media Explained. Plus! A Cool Lawyer Ad.
- CFA Institute Speaker: The “Value at Risk” Model is of Limited Use in Assessing Risk
- Five Things to Watch For In Year-End Portfolio Company Fair Value Measurements
- Psychology Of Fraud: Why Good People Do Bad Things
- Add Value to Appraisals. Ask First: “Who’s the Most Important Reader?”
- Tax Court Rules: A Business Claims Value of $12M; The IRS Argues for $36M
- Top Ten Deal Killers!
- Owner Personality Strongly Affects Business Value. Learn How.
April 2012
- Medical Practice Benchmarking, Financial Performance, and Quality Care
- Upcoming 2013 Webinars
- Physician practices are increasingly undergoing consolidation
- Limit Risk with Internal Fraud Prevention Controls
March 2012
- 5 Ways to Destroy Company Value: Poor Ownership Structures, Bad Liquidity Timing, Pointless Acquisitions, Weak Balance Sheets, and Mindless Growth
- Small Business Owners Off by 60% When Estimating Company Value, Says Study
- Estates & Trusts: Fiduciaries Personally Liable if They Don’t Pay Government Claims First
- Daubert Challenges Up 250% – PwC Study
- Walked Into a Lamppost? Hurt While Crocheting? Find Correct Billing Code Here.
- What are the Accounting Rules for Selling Web-based Subscriptions? —CRM Buyer
February 2012
- Oscars Neglect “Margin Call”—But Film Offers Solid Insight, Claims NYT Columnist
- Digital Forensics & Corporate Investigations
- Wall Street’s Sexiest Model: Black-Scholes
- SEC Queries Private Equity Valuations
- Family Law: Income Streams, Valuation, and Divorce
- Private Equity & Middle Market
- The IRS’s ‘Dirty Dozen’ are Getting Old
- The Ten Biggest Family Businesses in the U.S.
- Accounting for Nuts: Blame a misalignment of incentives for the scandal at Diamond Foods.
January 2012
- Kravis: No Better Time than Now to Be Making Investments”
- Estates & Trusts
- Three Practice Management Trends for 2012
- Book Review: Inside the Multi-Generational Family Business
- Practice Management Companies Look to ACOs for Growth
- Small Firm Innovation Wins ABA Journal Most Popular Site in Legal Practice Management Category
- Congress Could Pass Online Sales Tax Legislation This Year
- Bankruptcy
December 2011
- Normalization of Income: Where Business Valuation Meets Forensic Accounting
- M&A Will Likely Pick Up in New Year
- Study: Expert Witnesses Put Litigation at Risk with Wrong Benchmarks to Calculate Damages
- Visualizing the Middle Market
- Lessons from a Dying Business
- Cybercrime a Growing Threat
- Law Firm Finds New Life, Not Death, in Bankruptcy
November 2011
- Tax Law Update: Internal Revenue Service extends filing and payment deadlines for estates of decedents dying in 2010
- Firehoses, Drinking Fountains, and Intrinsic Value
- IRS Tax Preparer Requirements
- When ‘Friending’ Becomes a Source of Start-Up Funds
October 2011
- CPA Site Solutions Announces Social Media Marketing System
- The Exit Planning Institute Opens Northeast Ohio Chapter
- Which States are Poised for Job Growth?
- Fraud and the Family Business: It’s Not So Unusual
- How to Pay Less in Taxes
- FASB Proposes Changes in Investment Accounting
- Estate-Tax-Basis Form Still Not Available
- The Cost of Buying Small Business Companies
September 2011
- Dentist’s Employment Contract Kills Personal Goodwill Argument
- Financial Pros Add ‘Expert Witness’ to Résumés
- Employee Fraud at Businesses
- Jack Nicholson Takes Over E.U. Finance
- Adjusting, More M.D.’s Add M.B.A.
August 2011
- FASB Approves Standard to Simplify Testing Goodwill for Impairment
- A Quarter of LPs Plan to Increase Allocations
- Stumped on How to Figure Discounts? The IRS Can Help.
- Apple’s ‘bogus’ patents will ‘strangle’ Android: Google
- Magic, Sex, and Outer Space
- Dueling Documentaries
- In Silicon Valley, a Culture Clash Sullies a Romance
- Medical Group Management Association (MGMA) Survey Reports Top Challenges
- The 7 Biggest Financial Mistakes Businesses Make
- IT Guru Turns Out to Be Security Hole
- CPA Exam Launched at International Test Sites
- Wild Market Quiets the Buzz for I.P.O.’s
- Cut Down on Email, Increase Your Biz Dev
- S Corporation Rental Income Not Passive Except When It Is
- Financial Reporting—and Singing CPAs
- Buying an Established Business
July 2011
- Industry Masters
- QuickTips
- Emerging Leaders
- Alphabet Soup
- Why Most Investors Don’t Measure Returns Correctly
- Business-For-Sale Market Heats Up
June 2011
- House Passes Patent Overhaul
- The Four Elements Used in Determining a Patent’s Value
- Who Is the Mystery Hamptons Moneybags?
- The Accountable Care Fiasco
- Lawyers and Accountants Once Put Integrity First
- No Parties After IFRS Adoption in Canada
- International Implications: Chinese Ownership & The Courts in Ukraine
- Is There a Tech Bubble?
- Tips for Valuators & Stub Years
May 2011
- Calculation Engagement vs Valuation Engagement
- Insurance for BV, Financial Forensics, and Litigation Support
- Connect with NACVA Members via Social Media
- Economic Uncertainty, Spending Decline Top Owner Concerns.
- Did you see the news? NACVA has partnered with the American Institute of Expert Witnesses (AIEWE)
- Dodd–Frank and Privately Held Companies
