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Navigating Capital Structure Assumptions
Ensuring Accurate Valuations with Real-World Testing One of the key assumptions valuation professionals must make is about a company's capital structu more ...
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IRS Cannabis Compliance Report, Wrong!! Why?
A Forensic Investigation Opens IRS-Floodgate! In this article, the author critiques the IRS Participant Guide for Marijuana Companies. This 200-page g more ...
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Adequate Consideration Status Update
Awaiting Proposed ESOP Regulations In April of this year, the author wrote “Adequate Consideration” Defined? for QuickRead. Since then, the author has more ...
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Do Disproportionate Distributions Terminate a Company’s S Status?
The Maggard v. Commissioner Tax Court Opinion S Corporations are required to have one class of stock. In this article, the author discusses the recent more ...
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Experts: Mitigating Uncertainty by Identifying Fears
A Series on Managing Uncertainty and Fear The author has testified hundreds of times. Through these experiences, he has gained insight that is not wri more ...
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IRS Cannabis Compliance Report, Wrong!! Why?
A Forensic Investigation Opens IRS-Floodgate! In this article, the author critiques the IRS Participant Guide for Marijuana Companies. This 200-page g more ...
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The Difference Between Lost Wages and Lost Income Analyses
From a Forensic Accountant’s Viewpoint Forensic accountants are frequently retained to evaluate economic damages arising from a multitude of circumsta more ...
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Beyond the Query
A Meandering in the Mind(s) of ChatGPT (Part III of III) In the first two articles of this three part series, the author introduced a brief history of more ...
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Beyond the Query
A Meandering in the Mind(s) of ChatGPT (Part II of III) This is the second article of a three-part series. In the first article, the author introduced more ...
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Beyond the Query
A Meandering in the Mind(s) of ChatGPT (Part I of III) This series chronicles the use of an AI generation tool to generate content. Most of the uses t more ...
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How to Get More Work from Existing Clients
Turn Clients into Your Advocates Existing clients can be your advocates and a source for future work. In this article, Rod Burkert discusses how to cu more ...
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How Targeted are Your LinkedIn Connections?
Rethinking How to Connect Effectively on LinkedIn While LinkedIn provides professionals an opportunity to connect, not all connections are desirable. more ...
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Lessons Learned
Memoirs of a CPA on Getting Started in the Valuation and Forensics Fields Edward Mendlowitz considers himself the last of the “expert generalists”. He more ...
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4 Hacks That Will Get Your E-mails Opened and Read
A Call to Action E-mail is our front line of communication. And because of that, everyone’s inbox is overloaded. Of course, your e-mail is brilliant/c more ...
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The #1 Thing Prospects Look for on Your Website
What is the #1 thing on your website that will convince a prospect that your firm is the right choice for a project? Rod Burkert shares his views on w more ...
Navigating Capital Structure Assumptions
Ensuring Accurate Valuations with Real-World Testing One of the key assumptions valuation professionals must make is about a company's capital structure. This article explores factors valuation professionals should consider as they arrive at the debt and equity used to value the entity. Business valuation and more ...
Legal Update: September 2024
Connelly v. United States—Do Redemption Agreements Create a Business Liability? Most have some form of agreement and financing in place to address sudden changes in ownership. In Connelly v. United States, a unanimous U.S. Supreme Court may have turned many of those plans on their heads. The question before t more ...
Expert Testimonies in The Trade Group, Inc. v. BTC Media, LL
Challenges and Key Takeaways The recent case of The Trade Group, Inc. v. BTC Media, LLC highlights the impact that experts have on judicial outcomes. The litigation revolved around a financial dispute over the Bitcoin 2022 conference and allegations regarding overcharges and financial mismanagement. Through e more ...
IRS Cannabis Compliance Report, Wrong!! Why?
A Forensic Investigation Opens IRS-Floodgate! In this article, the author critiques the IRS Participant Guide for Marijuana Companies. This 200-page guide provides general instructions to the service on the valuation of cannabis farms. The author argues that the compliance guide is completely inaccurate conce more ...
The Role of Forensic Accountants in Measuring and Detecting Fraud
in Inventory Loss Claims Insurance claims for loss of inventory are generally examined by insurance carriers. The carrier will retain a forensic accountant who has the ability to quantify out of sight inventory losses. Out of sight inventory losses occur when the accountant is not able to physically count the more ...
Federal Judge Strikes Down Ban on Noncompete Agreements
Ryan LLC v. FTC On August 20, 2024, a Texas federal judge stopped the FTC’s ban on noncompete agreements from going into effect on September 4, 2024. This decision comes after the FTC issued a final rule on April 23, 2024, that bans employers from imposing noncompetes on their employees. The FTC asserted that more ...
Unimpeachable 10 Commandments 2.0
Unimpeachable Neutrality in the Age of Artificial Intelligence The world of economic damage and business valuation is evolving rapidly, with artificial intelligence (AI) poised to become an indispensable tool for financial expert witnesses. As with any technological advancement, its use and implementation wit more ...
Getting R.E.A.L. in Later-Stage, Venture-Backed Companies
A Process to “Right” the Company Often later-stage, venture-backed companies (“late-stage start-ups”) seek advice as they find themselves languishing in the neverland between being heavy on intellectual property (IP) assets and light on commercial products or services. Typically, we are contacted by an invest more ...
How to Get More Work from Existing Clients
Turn Clients into Your Advocates Existing clients can be your advocates and a source for future work. In this article, Rod Burkert discusses how to cultivate this under used referral source. I started my solo valuation practice in July 2000. Because I specialized in estate/gift valuations, most of my work was more ...
A Primer on Establishing Trusts and its Taxation
Grantor Trust—Living Trusts to Irrevocable Trusts and their Taxation This article provides the general rules which are applicable for many and sometimes almost every situation, but with taxes and legal issues there are very few absolutes and almost everything has exceptions. That is why competent and experien more ...