As a business owner, you’ll likely need to have your company appraised at some point. An appraisal is essential in the event of a business sale, merger or acquisition. It’s also important when creating or updating a buy-sell agreement or doing es...

The presence of an error, misstatement or erroneous deviation from customary business valuation practice in an expert’s report is a risky proposition. Here are three common pitfalls that qualified valuation pros know to avoid — and to which less-...

There are many reasons you may require a valuation for business planning purposes. Perhaps you are considering an opportunity to retire or selling a portion of your business. Whatever the reason may be, it is important to have an accurate valuation o...

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file a 2022 gift tax return. And in some cases, even if it’s not required to file one, you may want...

The Association of Certified Fraud Examiners (ACFE) has released its annual global study on occupational fraud: Report to the Nations 2020. In this report, the ACFE studied 2,504 cases between January 2018 and September 2019 from 125 countries, resul...

Valuation and estate planning go hand-in-hand. After all, the tax implications of various estate planning strategies depend on the value of your assets at the time they’re transferred. The COVID-19 pandemic has had a significant impact on the value...

Q: I suspect an employee may be embezzling money from my business. What should I do to confirm my suspicions? Occupational fraud poses a threat to hundreds of organizations each year, but the recent economic crisis spurred by COVID-19 has provided pr...

Q: What are the potential effects COVID-19 may have on the value of my business if I sell in the next year? With the extent of the long-term impact of COVID-19 still largely unknown at this point, the valuation process has had to evolve to reflect th...