Podcasts about cpa abv

Catherine and Nathan, both seasoned CPAs and ABVs, discuss the complexities of subsequent events in business valuation. They explain the definition, implications, and relevance of these events in contexts like estate and gift tax transactions. Their conversation covers how these events can affect or indicate value, the standards and court rulings involved, and the challenges of determining what is known or knowable at the valuation date. Key Takeaways: Definition of subsequent events are particularly relevant in litigation, estate, and gift tax transactions Known or knowable at the valuation date, but courts may sometimes consider subsequent events differently Importance of providing additional information to courts without muddying the valuation process Guests: Catherine Stoddard, CPA/ABV, Stoddard Consulting PA Nathan Duke, CPA/ABV, Senior Manager, Forvis Mazars US Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Disaster relief resource center Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content AICPA VS Section 100 subsequent event toolkit VS Section 100 (SSVS) Development Compliance Checklists VS Section 100 (SSVS) Reporting Compliance Checklists Considerations when valuing distressed or impaired businesses FAQs The FVS Valuation Podcast archives  Turning Risk into Value - Gathering and Applying Information for Better Data Visuals Reconciling Discount Rates for Intangible Asset Valuation in PPAs Supporting Company Specific Risk and Reconciliation under ASC 805 LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Catherine and Nathan, both seasoned CPAs and ABVs, discuss the complexities of subsequent events in business valuation. They explain the definition, implications, and relevance of these events in contexts like estate and gift tax transactions. Their conversation covers how these events can affect or indicate value, the standards and court rulings involved, and the challenges of determining what is known or knowable at the valuation date. Key Takeaways: Definition of subsequent events are particularly relevant in litigation, estate, and gift tax transactions Known or knowable at the valuation date, but courts may sometimes consider subsequent events differently Importance of providing additional information to courts without muddying the valuation process Guests: Catherine Stoddard, CPA/ABV, Stoddard Consulting PA Nathan Duke, CPA/ABV, Senior Manager, Forvis Mazars US Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Disaster relief resource center Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content AICPA VS Section 100 subsequent event toolkit VS Section 100 (SSVS) Development Compliance Checklists VS Section 100 (SSVS) Reporting Compliance Checklists Considerations when valuing distressed or impaired businesses FAQs The FVS Valuation Podcast archives  Turning Risk into Value - Gathering and Applying Information for Better Data Visuals Reconciling Discount Rates for Intangible Asset Valuation in PPAs Supporting Company Specific Risk and Reconciliation under ASC 805 LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Thank You To Our Partners The Institute, AutoFlow, AutoLeap, Shop Dog Marketing, In-BoundWatch Full Video EpisodeIn our episode today, we welcome guest Hunt Demarest, CPA ABV.Hunt is the host of Business by the Numbers and, as our host Craig O'Neill will tell you… Hunt uses words really well for a numbers man!This episode came to be after Craig found himself on a walk and listening to one of Hunts recent episodes, Episode 163 - Where are my customers? It's a great episode on getting to the root of what the numbers are actually telling you - and guess what - it involves actually picking up the phone and talking to people!Hunt's episode played right after Craig had listened to an episode on a health/wellness program which spoke on a similar topic… going straight to the source of information!Often times we can get caught up in the minutia of details and analysis.If we are not careful - it can lead to assumptions and wrong conclusions.As Hunt says, “Numbers do not lie, but they do not tell the whole story.”Getting the whole story inevitably involves communication - and it isn't always comfortable for people to pick up a phone to get it.While the takeaway for today's episode is in the title, it expands as you listen to Hunt and Craig explore a range of topics from talking to clients, employees, and even family. Today's WOTD is Gumptionnounthe ability to make intelligent decisions especially in everyday mattersLearn more about Hunt Demarest here: https://paarmelis.com/business-by-the-numbers/Look for his book here: https://a.co/d/hAf0cDFThank You To Our Partners The Institute, AutoFlow, AutoLeap, Shop Dog Marketing, In-Bound:The Institute at WeAreTheInstitute.com. "Stop stressing over your business, you deserve a good night's sleep. The Institute's coaching helps you achieve success and financial peace.AutoFlow at AutoFlow.com. Your partner in technology, Autoflow consolidates your client interactions - before, during and after the visit to a single thread. Learn more at Autoflow.comAutoLeap at AutoLeap.com. Are you tired of juggling multiple tools to manage your auto repair shop? Say hello to the streamlined efficiency of AutoLeap, the #1 all-in-one Auto Repair Shop Management Software! Shop Dog Marketing at Shop Dog Marketing.com. "Want to see your auto repair shop thrive? Let Shop Dog Marketing be your guide. Our customer-first approach, combined with AI-driven creative content, ensures top rankings. In-Bound at CallInBound.com. Cover your communication needs and revolutionize your auto repair business with AI-driven call analytics from InBound. Contact InformationEmail Craig O'Neill: speakup@craigoneill.netJoin Our Virtual Toastmasters Club: https://remarkableresults.biz/toastmastersThe Aftermarket Radio Network:

Thank You To Our Partners The Institute, AutoFlow, AutoLeap, Shop Dog Marketing, In-BoundWatch Full Video EpisodeIn our episode today, we welcome guest Hunt Demarest, CPA ABV.Hunt is the host of Business by the Numbers and, as our host Craig O'Neill will tell you… Hunt uses words really well for a numbers man!This episode came to be after Craig found himself on a walk and listening to one of Hunts recent episodes, Episode 163 - Where are my customers? It's a great episode on getting to the root of what the numbers are actually telling you - and guess what - it involves actually picking up the phone and talking to people!Hunt's episode played right after Craig had listened to an episode on a health/wellness program which spoke on a similar topic… going straight to the source of information!Often times we can get caught up in the minutia of details and analysis.If we are not careful - it can lead to assumptions and wrong conclusions.As Hunt says, “Numbers do not lie, but they do not tell the whole story.”Getting the whole story inevitably involves communication - and it isn't always comfortable for people to pick up a phone to get it.While the takeaway for today's episode is in the title, it expands as you listen to Hunt and Craig explore a range of topics from talking to clients, employees, and even family. Today's WOTD is Gumptionnounthe ability to make intelligent decisions especially in everyday mattersLearn more about Hunt Demarest here: https://paarmelis.com/business-by-the-numbers/Look for his book here: https://a.co/d/hAf0cDFThank You To Our Partners The Institute, AutoFlow, AutoLeap, Shop Dog Marketing, In-Bound:The Institute at WeAreTheInstitute.com. "Stop stressing over your business, you deserve a good night's sleep. The Institute's coaching helps you achieve success and financial peace.AutoFlow at AutoFlow.com. Your partner in technology, Autoflow consolidates your client interactions - before, during and after the visit to a single thread. Learn more at Autoflow.comAutoLeap at AutoLeap.com. Are you tired of juggling multiple tools to manage your auto repair shop? Say hello to the streamlined efficiency of AutoLeap, the #1 all-in-one Auto Repair Shop Management Software! Shop Dog Marketing at Shop Dog Marketing.com. "Want to see your auto repair shop thrive? Let Shop Dog Marketing be your guide. Our customer-first approach, combined with AI-driven creative content, ensures top rankings. In-Bound at CallInBound.com. Cover your communication needs and revolutionize your auto repair business with AI-driven call analytics from InBound. Contact InformationEmail Craig O'Neill: speakup@craigoneill.netJoin Our Virtual Toastmasters Club: https://remarkableresults.biz/toastmastersThe Aftermarket Radio Network:

Dissenting shareholder disputes occur when minority shareholders believe their shares are undervalued in a company transaction, leading to legal dissent. There is a difference between dissenting and oppressed shareholder matters which our expert, Hubert Klein, will explain as well as the legal and valuation standards that are used.   Klein highlights the importance of transparency and professional skepticism and thorough understanding of both sides' perspectives, such as: Common triggers for dissenting shareholder actions Preventing dissenting shareholder issues Reconciling valuation differences Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Hubert Klein, CPA/ABV/CFF, Partner and Practice Leader, Eisner Advisory Group LLC  Host: Alex Partin, CPA/ABV, Mueller & Partin  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  2025 AICPA & CIMA Forensic & Valuation Services Conference  check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders Emerging Partners Toolkit – Section 6 Ownership/buy-sell agreements Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content  AICPA Quick Reference Guide: Standards and Premises of Value (refer to page 7)  The FVS Valuation Podcast archives  Valuation Case Law Update Insights for Navigating Common Issues in Business Valuation The Forensic Accountant's Role in M&A Disputes  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Dissenting shareholder disputes occur when minority shareholders believe their shares are undervalued in a company transaction, leading to legal dissent. There is a difference between dissenting and oppressed shareholder matters which our expert, Hubert Klein, will explain as well as the legal and valuation standards that are used.   Klein highlights the importance of transparency and professional skepticism and thorough understanding of both sides' perspectives, such as: Common triggers for dissenting shareholder actions Preventing dissenting shareholder issues Reconciling valuation differences Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Hubert Klein, CPA/ABV/CFF, Partner and Practice Leader, Eisner Advisory Group LLC  Host: Alex Partin, CPA/ABV, Mueller & Partin  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  2025 AICPA & CIMA Forensic & Valuation Services Conference  check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders Emerging Partners Toolkit – Section 6 Ownership/buy-sell agreements Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content  AICPA Quick Reference Guide: Standards and Premises of Value (refer to page 7)  The FVS Valuation Podcast archives  Valuation Case Law Update Insights for Navigating Common Issues in Business Valuation The Forensic Accountant's Role in M&A Disputes  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

The discussion underscores the importance of participating in professional communities like the AICPA FVS Section for continuous learning and support.  Bethany and Tade highlight how the FVS community has significantly contributed to their professional growth by providing key resources to assist with client engagements and a supportive community of professionals.    Using FVS Section resources in client work Networking benefits – connecting with supportive SMEs Community involvement aiding professional development Continue reading to learn about key resources available at AICPA-CIMA.com Guests:   Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC and Tade Akinkugbe, ABV, ASA, Senior Manager, KPMG Host: Josh Shilts, CPA/ABV/CFF/CGMA, Director, Dean Dorton Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES MENTIONED IN THE EPISODE - the following are all available as part of an AICPA FVS Section membership.  Click here to learn more about joining this community. In addition to exlusive resources such as the following, you also get 16 credits of complimentary CPE If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies (the PE/VC guide) Valuation of Privately Held Companies Equity Securities Issued as Compensation (the "Cheap Stock" guide) PE/VC Accounting and Valuation Guide Best Practices Primer on private equity and venture capital valuations Valuation of carried interest in private equity and venture capital firms | FVS webcast archive A CPAs guide to family law services – FVS Practice Aid Valuations for financial reporting toolkit FVS Estate and Gift practice aid and toolkit If you are not yet an FVS Section member, here are links to purchase 2 of our most popular guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  From the FVS Valuation Podcast archives  - available to all Women Leaders in Business Valuation Using AI in Your Valuation Practice – Part 1 Using AI in Your Valuation Practice – Part 2 Recruiting Challenges in BV: The Perfect Storm LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

The discussion underscores the importance of participating in professional communities like the AICPA FVS Section for continuous learning and support.  Bethany and Tade highlight how the FVS community has significantly contributed to their professional growth by providing key resources to assist with client engagements and a supportive community of professionals.    Using FVS Section resources in client work Networking benefits – connecting with supportive SMEs Community involvement aiding professional development Continue reading to learn about key resources available at AICPA-CIMA.com Guests:   Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC and Tade Akinkugbe, ABV, ASA, Senior Manager, KPMG Host: Josh Shilts, CPA/ABV/CFF/CGMA, Director, Dean Dorton Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES MENTIONED IN THE EPISODE - the following are all available as part of an AICPA FVS Section membership.  Click here to learn more about joining this community. In addition to exlusive resources such as the following, you also get 16 credits of complimentary CPE If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies (the PE/VC guide) Valuation of Privately Held Companies Equity Securities Issued as Compensation (the "Cheap Stock" guide) PE/VC Accounting and Valuation Guide Best Practices Primer on private equity and venture capital valuations Valuation of carried interest in private equity and venture capital firms | FVS webcast archive A CPAs guide to family law services – FVS Practice Aid Valuations for financial reporting toolkit FVS Estate and Gift practice aid and toolkit If you are not yet an FVS Section member, here are links to purchase 2 of our most popular guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  From the FVS Valuation Podcast archives  - available to all Women Leaders in Business Valuation Using AI in Your Valuation Practice – Part 1 Using AI in Your Valuation Practice – Part 2 Recruiting Challenges in BV: The Perfect Storm LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

To celebrate Women's History Month, we are excited to share a special episode for our FVS Valuation podcast which explores the diverse backgrounds of several business valuation leaders, their paths into a career in business valuation, and their journeys to becoming experts in the field.  The conversation highlights the many routes that can lead to success in business valuation, including  The significance of obtaining the Accredited in Business Valuation (ABV) credential and how it has impacted their careers Their strategies for achieving a healthy work-life balance while excelling in their professional roles The role of mentorship and support systems in their career development and success Please be sure to register for our upcoming Fireside Chat on Tuesday, 3/25, where we will have an extended conversation with our esteemed guests and gain further inspiration and insights from their experiences. Register now to secure your spot!  Guests:  Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC Kathy Johnson, CPA/ABV/CFF/CGMA, Vice-President, J.S. Held LLC Tiffany Mellow, CPA/ABV, Practice Leader and Shareholder, Perkins & Co  Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic From the FVS Valuation Podcast archives  Women in FVS, A Multigenerational Perspective - Part 1 Women in FVS, A Multigenerational Perspective - Part 2 Increasing Engagement with FVS Emerging Professionals This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

To celebrate Women's History Month, we are excited to share a special episode for our FVS Valuation podcast which explores the diverse backgrounds of several business valuation leaders, their paths into a career in business valuation, and their journeys to becoming experts in the field.  The conversation highlights the many routes that can lead to success in business valuation, including  The significance of obtaining the Accredited in Business Valuation (ABV) credential and how it has impacted their careers Their strategies for achieving a healthy work-life balance while excelling in their professional roles The role of mentorship and support systems in their career development and success Please be sure to register for our upcoming Fireside Chat on Tuesday, 3/25, where we will have an extended conversation with our esteemed guests and gain further inspiration and insights from their experiences. Register now to secure your spot!  Guests:  Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC Kathy Johnson, CPA/ABV/CFF/CGMA, Vice-President, J.S. Held LLC Tiffany Mellow, CPA/ABV, Practice Leader and Shareholder, Perkins & Co  Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic From the FVS Valuation Podcast archives  Women in FVS, A Multigenerational Perspective - Part 1 Women in FVS, A Multigenerational Perspective - Part 2 Increasing Engagement with FVS Emerging Professionals This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

Text us your financial questions!Original Air Date: February 22, 2025  The “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about investors facing a key tax decision. They could either delay paying taxes until they withdrew their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth.Read the Article: https://www.henssler.com/pay-now-save-later-a-case-for-roth-conversions-in-retirement

Text us your financial questions!Henssler Money Talks — February 22, 2025  Season 39, Episode 8This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to discuss the benefits of having your financial adviser and CPA collaborate throughout the year to effectively manage your tax situation.The hosts and Matthew also break down a strategy session that K.C. and Matthew conducted for clients facing a key tax decision. The investors could either delay paying taxes until they withdrew their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth.Timestamps and Chapters5:50: Market Returns, Earnings Season, and Fed Minutes15:54: Financial and Tax Advisers: Working in Concert37:14: Punt Taxes or Pay Taxes54:25: Future of the Tax Cuts and Jobs ActFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

Maryellen and Ross delve into the subjectivity and controversy surrounding discount rates, the importance of understanding the asset and forecast inputs, and the application of market participant assumptions.  Including these key takeaways: Subjectivity in Discount Rates: Understanding the significant subjectivity and controversy in determining discount rates. Qualitative Assessments: The role of qualitative assessments in aligning discount rates with associated risks. Resources and Guides: Utilizing available resources to enhance valuation analyses. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests Maryellen Galuchie, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Sr. Manager, Advisory Services, Grant Thornton Host  Nene Glenn Gianfala, CPA/ABV, Vice President – Valuation Advisory Group, Chafe & Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Available for purchase   Accounting and Valuation guides  - Business Combinations 2024 AICPA & CIMA Forensic & Valuation Services Conference - Full conference package Session only:  Determining the Appropriate Discount Rate for Valuing Intangible Assets in a PPA Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuations for Financial Reporting Toolkit - A resource for professionals who prepare valuations for financial reporting purposes From the FVS Valuation Podcast archives Supporting Company Specific Risk and Reconciliation under ASC 805 with Charles Gallman and Ross McSwain Fair Value with Mark Zyla Byteful Insights: Valuing Tech and Data- a conversation with the IVSC  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Maryellen and Ross delve into the subjectivity and controversy surrounding discount rates, the importance of understanding the asset and forecast inputs, and the application of market participant assumptions.  Including these key takeaways: Subjectivity in Discount Rates: Understanding the significant subjectivity and controversy in determining discount rates. Qualitative Assessments: The role of qualitative assessments in aligning discount rates with associated risks. Resources and Guides: Utilizing available resources to enhance valuation analyses. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests Maryellen Galuchie, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Sr. Manager, Advisory Services, Grant Thornton Host  Nene Glenn Gianfala, CPA/ABV, Vice President – Valuation Advisory Group, Chafe & Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Available for purchase   Accounting and Valuation guides  - Business Combinations 2024 AICPA & CIMA Forensic & Valuation Services Conference - Full conference package Session only:  Determining the Appropriate Discount Rate for Valuing Intangible Assets in a PPA Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuations for Financial Reporting Toolkit - A resource for professionals who prepare valuations for financial reporting purposes From the FVS Valuation Podcast archives Supporting Company Specific Risk and Reconciliation under ASC 805 with Charles Gallman and Ross McSwain Fair Value with Mark Zyla Byteful Insights: Valuing Tech and Data- a conversation with the IVSC  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Plan early! The Tax Cut and Jobs Act (TCJA) significantly increased the estate tax exemption and there is uncertainty around whether it will be extended or modified. It's recommended to plan early and not wait until the last minute to ensure all necessary legal and valuation work can be completed in time. Greg Saunders and Lisa Cribben explore the complexities of estate planning and valuation, emphasizing the importance of early and continuous planning. They discuss various strategies to manage and reduce estate taxes, the critical role of valuation appraisers, and the potential impact of upcoming changes in tax laws. Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins Ash CPA   Host: Gregory Saunders, CPA/ABV, Sr. Manager, Keiter CPAs Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  2024 AICPA & CIMA Forensic & Valuation Services Conference - for purchasesession:  Estate Planning with The Anticipated Change in 2025also available full conference package Exclusive content – Free for FVS Section members:  Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content FVS Toolkit for Estate and Gift Business Valuations for Estate and Gift Tax Purposes Practice Aid Estate and gift case law listing From the archives: FVS Valuation Podcast episodes  Valuations for Gift and Estate Taxes: Review and Best Practices Valuation Court - Key Takeaways from Recent Cases Valuation of Prince's Estate  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Plan early! The Tax Cut and Jobs Act (TCJA) significantly increased the estate tax exemption and there is uncertainty around whether it will be extended or modified. It's recommended to plan early and not wait until the last minute to ensure all necessary legal and valuation work can be completed in time. Greg Saunders and Lisa Cribben explore the complexities of estate planning and valuation, emphasizing the importance of early and continuous planning. They discuss various strategies to manage and reduce estate taxes, the critical role of valuation appraisers, and the potential impact of upcoming changes in tax laws. Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins Ash CPA   Host: Gregory Saunders, CPA/ABV, Sr. Manager, Keiter CPAs Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  2024 AICPA & CIMA Forensic & Valuation Services Conference - for purchasesession:  Estate Planning with The Anticipated Change in 2025also available full conference package Exclusive content – Free for FVS Section members:  Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content FVS Toolkit for Estate and Gift Business Valuations for Estate and Gift Tax Purposes Practice Aid Estate and gift case law listing From the archives: FVS Valuation Podcast episodes  Valuations for Gift and Estate Taxes: Review and Best Practices Valuation Court - Key Takeaways from Recent Cases Valuation of Prince's Estate  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Text us your financial questions!  Original Air Date: November 9, 2024 Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.  Read the Article: https://www.henssler.com/close-out-2024-with-these-key-financial-actions 

Text us your financial questions!Henssler Money Talks — November 9, 2024Season 38, Episode 45This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joined by Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV to cover the market's reaction to the election and what volatility we may experience through the end of the year. The financial experts join forces to examine some of the financial and tax year-end moves investors should consider to finish off strong and start the new year on the right foot. Matthew shares some insight on Georgia's Tax Credits that allow investors to redirect their tax funds toward specific causes or organizations. The hosts wrap up with questions on nominee 1099s and the health care sector.Timestamps and Chapters00:00: Market Roundup: Nov. 4 – Nov. 8, 202416:19: Case Study:  Year-end Financial Moves33:35: CPA Insight: Georgia Tax Credits 39:35: Q&A Time: Nominee 1099s and the Heath Care SectorFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

This is the 2nd of a two-episode interview with Rod Burkert who is a valuation practice coach and advisor. If you have not listened to Part 1 – consider listening now .  Rod views AI as a tool, and like how professionals learned to use Excel and Word, he encourages a mindset shift to familiarize oneself with AI and its potential applications in business valuation.  How to prompt so AI understands where you are coming from and gives you better results Consumers' expectations for professionals to incorporate AI into their practices and use AI to save time and money AI-related tools to help your staff up the learning curve.   Practical examples of how to use AI to assist with marketing and industry knowledge Guest:  Rod Burkert, CPA/ABV, Burkert Valuation Advisors Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Rod's prompt - mentioned in the episode (scroll to the bottom of the show notes) Oct. 28-30 in Dallas, The 2024 AICPA-CIMA Forensic and Valuation Services Conference    To register click here  Attend in person or virtually AICPA Valuation Services home page  FVS Section members have access to exclusive content and 16 credits of complimentary CPE  If you're not a member, consider joining this active community of your FVS peers. Visit us online, LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com Rod's prompt CONTEXT = I am a Certified Public Accountant and also hold these business valuation credential(s): [LIST CREDENTIALS]. My entire professional practice has been devoted to providing business valuations for my [ADD TYPES OF CLIENTS]. I also [ADD OTHER PROFESSIONAL ACTIVITIES (e.g., write and speak extensively about business valuations)].  SERVICE = A business valuation is a specific set of approaches, methods, and procedures used to estimate the economic value of a business or an owner's interest in a business. During the valuation process, all areas of a business are analyzed to determine its worth. A business valuation can be used for a variety of purposes, including income tax, gift, and estate taxes; financial reporting; employee stock ownership plans; shareholder buy-ins and buy-outs; and divorce. Business owners or their professional advisors turn to valuation professionals for an independent estimate of value of a business. The performance of business valuations is governed by professional standards set by membership organizations that issue valuation credentials. Valuation professionals also look to government regulations (e.g., Internal Revenue Service Revenue Ruling 59-60), case law, and valuation related publications for guidance. CLIENTS = My clients are [NAME THE TYPES OF CLIENTS YOU SERVE]. All of my clients' businesses are [NAME THE TYPES OF BUSINESSES] (e.g., privately held companies and generally have revenues of $5 million to $50 million). I specialize in business valuations of [NAME TYPE OF VALATIONS YOU DO] (e.g., manufacturers and distributors, shareholder disputes). Once the prompts have been added to the AI platform you can then ask the AI the following before giving it the task: You don't have to repeat it back, but do you understand all that I have written so far? Before I give you my task, do you have any questions about who I am or what I do? TASK = [   ]  

This is the 2nd of a two-episode interview with Rod Burkert who is a valuation practice coach and advisor. If you have not listened to Part 1 – consider listening now .  Rod views AI as a tool, and like how professionals learned to use Excel and Word, he encourages a mindset shift to familiarize oneself with AI and its potential applications in business valuation.  How to prompt so AI understands where you are coming from and gives you better results Consumers' expectations for professionals to incorporate AI into their practices and use AI to save time and money AI-related tools to help your staff up the learning curve.   Practical examples of how to use AI to assist with marketing and industry knowledge Guest:  Rod Burkert, CPA/ABV, Burkert Valuation Advisors Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Rod's prompt - mentioned in the episode (scroll to the bottom of the show notes) Oct. 28-30 in Dallas, The 2024 AICPA-CIMA Forensic and Valuation Services Conference    To register click here  Attend in person or virtually AICPA Valuation Services home page  FVS Section members have access to exclusive content and 16 credits of complimentary CPE  If you're not a member, consider joining this active community of your FVS peers. Visit us online, LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com Rod's prompt CONTEXT = I am a Certified Public Accountant and also hold these business valuation credential(s): [LIST CREDENTIALS]. My entire professional practice has been devoted to providing business valuations for my [ADD TYPES OF CLIENTS]. I also [ADD OTHER PROFESSIONAL ACTIVITIES (e.g., write and speak extensively about business valuations)].  SERVICE = A business valuation is a specific set of approaches, methods, and procedures used to estimate the economic value of a business or an owner's interest in a business. During the valuation process, all areas of a business are analyzed to determine its worth. A business valuation can be used for a variety of purposes, including income tax, gift, and estate taxes; financial reporting; employee stock ownership plans; shareholder buy-ins and buy-outs; and divorce. Business owners or their professional advisors turn to valuation professionals for an independent estimate of value of a business. The performance of business valuations is governed by professional standards set by membership organizations that issue valuation credentials. Valuation professionals also look to government regulations (e.g., Internal Revenue Service Revenue Ruling 59-60), case law, and valuation related publications for guidance. CLIENTS = My clients are [NAME THE TYPES OF CLIENTS YOU SERVE]. All of my clients' businesses are [NAME THE TYPES OF BUSINESSES] (e.g., privately held companies and generally have revenues of $5 million to $50 million). I specialize in business valuations of [NAME TYPE OF VALATIONS YOU DO] (e.g., manufacturers and distributors, shareholder disputes). Once the prompts have been added to the AI platform you can then ask the AI the following before giving it the task: You don't have to repeat it back, but do you understand all that I have written so far? Before I give you my task, do you have any questions about who I am or what I do? TASK = [   ]  

Pod Squad host Nene Gianfala discusses how to support company specific risk and reconciliation with our experts fresh out of their session at the FVS conference.  Their conversation covers complex topics including: Understanding projected financial information (PFI) Quantifying company specific risk premium Reconciling WACC, WARA and IRR Complying with disclosure requirements and Learning the story behind the numbers. Guests:  Charles Gallman, CPS/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Sr. Manager, Advisory Services, Grant Thornton Host:  Nene Glenn Gianfala, CPA/ABV, Vice President – Valuation Advisory Group, Chafe & Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30, Dallas, TX To register click here  Attend in person or virtually AICPA members qualify for a $450 discount FVS Section members, ABV, CFF, and CVFI credential holders qualify for a $550 discount Group discounts are available for as few as 2 people Exclusive for FVS Section members:  If you're not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content Valuations for Financial Reporting Toolkit - A resource for professionals who prepare valuations for financial reporting purposes This toolkit provides a place to quickly locate many of the important resources that may be useful when preparing valuations for financial reporting purposes. It is an essential guide that will allow you to increase the efficiency of your financial reporting and valuation practice including links to:  AICPA publications, articles, podcasts, and more.  Standards issued by different standard-setting bodies that relate to business valuation LEARN MORE ABOUT  AICPA's Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV Infographic AICPA's Certified in Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic AICPA's Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Pod Squad host Nene Gianfala discusses how to support company specific risk and reconciliation with our experts fresh out of their session at the FVS conference.  Their conversation covers complex topics including: Understanding projected financial information (PFI) Quantifying company specific risk premium Reconciling WACC, WARA and IRR Complying with disclosure requirements and Learning the story behind the numbers. Guests:  Charles Gallman, CPS/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Sr. Manager, Advisory Services, Grant Thornton Host:  Nene Glenn Gianfala, CPA/ABV, Vice President – Valuation Advisory Group, Chafe & Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30, Dallas, TX To register click here  Attend in person or virtually AICPA members qualify for a $450 discount FVS Section members, ABV, CFF, and CVFI credential holders qualify for a $550 discount Group discounts are available for as few as 2 people Exclusive for FVS Section members:  If you're not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content Valuations for Financial Reporting Toolkit - A resource for professionals who prepare valuations for financial reporting purposes This toolkit provides a place to quickly locate many of the important resources that may be useful when preparing valuations for financial reporting purposes. It is an essential guide that will allow you to increase the efficiency of your financial reporting and valuation practice including links to:  AICPA publications, articles, podcasts, and more.  Standards issued by different standard-setting bodies that relate to business valuation LEARN MORE ABOUT  AICPA's Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV Infographic AICPA's Certified in Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic AICPA's Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Rod and Josh discuss the impact of artificial intelligence (AI), on business and life:  the talent crunch in the business valuation profession and the high salaries offered by large firms make it difficult for smaller firms to hire junior analysts. Imagine growing your business without being able to hire additional staff - could AI be a solution to this constraint?   Key takeaways: The importance of familiarizing oneself with AI and its potential applications in business valuation How AI can be used to do a lot of tasks that you would hire a junior analyst to do. Make time to learn the tool.  See the show notes for a list of great resources Practical examples of how to use AI to assist with writing and due diligence prep Guest:  Rod Burkert, CPA/ABV, Burkert Valuation Advisors Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Rod will be a presenter at the 2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30 in Dallas, TX.  CLICK HERE to register  Early bird discounts are available through Sept 13.   FVS Section, ABV, CFF, and CVFI save an additional $550.  From the FVS Section webcast archive (available as a benefit to FVS Section members) The state of AI and machine learning in financial instrument valuation | FVS webcast archive This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals specializing in forensics and business valuation services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Rod and Josh discuss the impact of artificial intelligence (AI), on business and life:  the talent crunch in the business valuation profession and the high salaries offered by large firms make it difficult for smaller firms to hire junior analysts. Imagine growing your business without being able to hire additional staff - could AI be a solution to this constraint?   Key takeaways: The importance of familiarizing oneself with AI and its potential applications in business valuation How AI can be used to do a lot of tasks that you would hire a junior analyst to do. Make time to learn the tool.  See the show notes for a list of great resources Practical examples of how to use AI to assist with writing and due diligence prep Guest:  Rod Burkert, CPA/ABV, Burkert Valuation Advisors Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Rod will be a presenter at the 2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30 in Dallas, TX.  CLICK HERE to register  Early bird discounts are available through Sept 13.   FVS Section, ABV, CFF, and CVFI save an additional $550.  From the FVS Section webcast archive (available as a benefit to FVS Section members) The state of AI and machine learning in financial instrument valuation | FVS webcast archive This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals specializing in forensics and business valuation services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Andrew chats with Jennifer Allen, a business valuation specialist based in Las Vegas. They discuss the importance of business valuation in divorce. How do business buyouts work? What does she look for in business financials to detect attempts to undervalue the business? What happens when each party brings in their own business valuation expert? Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transcend Retirement or Wiser Divorce Solutions. Follow Andrew on LinkedIn too!

For our final bankruptcy episode, we are in conversation with Clint Neider from AlixPartners. Clint shares his passion for the critical role valuation plays in bankruptcy restructuring.  Restructuring requires a combination of science and art, as well as the ability to play the role of a finance professional and a therapist.  Clint shares: What skills make a successful restructuring practitioner How valuations impact the negotiation process Learning to educate, counsel, and provide guidance to the Court Guest: Clint Neider, CPA/ABV, AlixPartners, Restructuring Group Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links. Previously released Bankruptcy Briefings episodes: Navigating Financial Rebirth, Part 1 with Ken DeGraw Navigating Financial Rebirth, Part 2 with Elizabeth Woodward Exclusive content – Free for FVS Section members Frequently asked questions when providing bankruptcy services Providing Bankruptcy and Reorganization Services, Vol. 1: Litigation and Dispute Resolution in Bankruptcy Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy Bankruptcy at a glance: chapter 7 Bankruptcy at a glance: chapter 11 Bankruptcy at a glance: chapter 11, subchapter V  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.  LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

For our final bankruptcy episode, we are in conversation with Clint Neider from AlixPartners. Clint shares his passion for the critical role valuation plays in bankruptcy restructuring.  Restructuring requires a combination of science and art, as well as the ability to play the role of a finance professional and a therapist.  Clint shares: What skills make a successful restructuring practitioner How valuations impact the negotiation process Learning to educate, counsel, and provide guidance to the Court Guest: Clint Neider, CPA/ABV, AlixPartners, Restructuring Group Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links. Previously released Bankruptcy Briefings episodes: Navigating Financial Rebirth, Part 1 with Ken DeGraw Navigating Financial Rebirth, Part 2 with Elizabeth Woodward Exclusive content – Free for FVS Section members Frequently asked questions when providing bankruptcy services Providing Bankruptcy and Reorganization Services, Vol. 1: Litigation and Dispute Resolution in Bankruptcy Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy Bankruptcy at a glance: chapter 7 Bankruptcy at a glance: chapter 11 Bankruptcy at a glance: chapter 11, subchapter V  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.  LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Dave and Greg's conversation underscores a universal truth in any career path:  mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional.  It plays a crucial role in career development and organizational culture, as well as allows the mentor to: Share the enthusiasm for the work they do, and the desire to keep learning Make sure students and younger professionals know that BV is a career path if Accounting, Auditing, or Tax is not their jam   Make sure emerging professionals understand the why of the engagement Co-hosts David Consigli, CPA/ABV, CDFA, FAZ Forensics  Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  A career in business valuation An FVS micro-community (6 sessions:  July 24 – October 16) Application period:  May 16 – June 16, 2024.   Please complete a short survey to be considered for this program This interactive program is designed for professionals who have zero to 5 years of BV experience or plan to switch careers into valuation services.  Experienced facilitators from the AICPA's BV Committee will provide guidance on the essential aspects of developing a career as a valuation professional.  This is a valuable opportunity for professionals who want to connect with their peers and get support in advancing their careers.  Participation is limited and complementary.  Help my FLS Career micro-community – please contact Christine Cutti-Fox, Sr. Manager, FVS team   AVAILABLE ON AICPA-CIMA.com Top 8 ways to build leaders in your firm (illustrated checklist) AICPA® PCPS Mentoring guide Coaching vs. Mentoring   How to develop and launch a mentoring program

Dave and Greg's conversation underscores a universal truth in any career path:  mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional.  It plays a crucial role in career development and organizational culture, as well as allows the mentor to: Share the enthusiasm for the work they do, and the desire to keep learning Make sure students and younger professionals know that BV is a career path if Accounting, Auditing, or Tax is not their jam   Make sure emerging professionals understand the why of the engagement Co-hosts David Consigli, CPA/ABV, CDFA, FAZ Forensics  Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  A career in business valuation An FVS micro-community (6 sessions:  July 24 – October 16) Application period:  May 16 – June 16, 2024.   Please complete a short survey to be considered for this program This interactive program is designed for professionals who have zero to 5 years of BV experience or plan to switch careers into valuation services.  Experienced facilitators from the AICPA's BV Committee will provide guidance on the essential aspects of developing a career as a valuation professional.  This is a valuable opportunity for professionals who want to connect with their peers and get support in advancing their careers.  Participation is limited and complementary.  Help my FLS Career micro-community – please contact Christine Cutti-Fox, Sr. Manager, FVS team   AVAILABLE ON AICPA-CIMA.com Top 8 ways to build leaders in your firm (illustrated checklist) AICPA® PCPS Mentoring guide Coaching vs. Mentoring   How to develop and launch a mentoring program

Jessica and Jordan join us as we delve into the topic of reasonable compensation adjustments in business valuation. Our experts discuss various methods for calculating reasonable compensation, identify available sources of information, and share their insights on applying professional judgment in determining when an adjustment is warranted. Don't miss this opportunity to learn how to recognize, apply, and distinguish between sources for reasonable compensation.  Guests: Jessica Landay, ABV, ASA, CVA, MAFF, Harper Hofer & Associates, LLC Partner Jordan Graves, CPA/ABV, CFF Cooper Norman CPA's Principal Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links. FVS Section members can access the FVS Online Library that is part of their benefits:  A CPA's Guide to Family Law Services, Chapter 6 Business Valuation  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Jessica and Jordan join us as we delve into the topic of reasonable compensation adjustments in business valuation. Our experts discuss various methods for calculating reasonable compensation, identify available sources of information, and share their insights on applying professional judgment in determining when an adjustment is warranted. Don't miss this opportunity to learn how to recognize, apply, and distinguish between sources for reasonable compensation.  Guests: Jessica Landay, ABV, ASA, CVA, MAFF, Harper Hofer & Associates, LLC Partner Jordan Graves, CPA/ABV, CFF Cooper Norman CPA's Principal Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links. FVS Section members can access the FVS Online Library that is part of their benefits:  A CPA's Guide to Family Law Services, Chapter 6 Business Valuation  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

There are nuances to dealing with real estate in the valuation of operating companies or real estate holding companies. Lisa and Chris tackle the important considerations for business valuation appraisers such as: Implications for your analysis and the applied valuation approaches, as well as your overall conclusion of value Tax consequences due to built-in capital gains The nature of right-of-use assets and liabilities Guests:   Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Hawkins Ash CPA  Chris Volz, CPA/ABV/CFF, ASA, Partner, Wipfli LLP  Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  An FVS Podcast episode on multi-disciplinary valuations Exclusive content – Free for FVS Section members Working with other appraisers - valuation of FLPs holding real estate This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.  LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

There are nuances to dealing with real estate in the valuation of operating companies or real estate holding companies. Lisa and Chris tackle the important considerations for business valuation appraisers such as: Implications for your analysis and the applied valuation approaches, as well as your overall conclusion of value Tax consequences due to built-in capital gains The nature of right-of-use assets and liabilities Guests:   Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Hawkins Ash CPA  Chris Volz, CPA/ABV/CFF, ASA, Partner, Wipfli LLP  Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  An FVS Podcast episode on multi-disciplinary valuations Exclusive content – Free for FVS Section members Working with other appraisers - valuation of FLPs holding real estate This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.  LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape.  The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift taxation such as the toolkit landing page, practice aids, and the case law listing – see links in the RESOURCE section below Guests:   Brian Burns CPA/ABV/CFF, Partner and lead, FORVIS LLP Forensics and Valuation practice Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  From the FVS Section Library: FVS estate and gift toolkit Business Valuations for Estate and Gift Tax Purposes Practice Aid Estate and gift case law  Webcast: Key Trends in Estate & Gift Planning AICPA 2023 Forensic and Valuation Conference - session available for purchase  Valuations for Gift and Estate Taxes: Review and Best Practices  Update on Recent Valuation Cases LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape.  The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift taxation such as the toolkit landing page, practice aids, and the case law listing – see links in the RESOURCE section below Guests:   Brian Burns CPA/ABV/CFF, Partner and lead, FORVIS LLP Forensics and Valuation practice Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  From the FVS Section Library: FVS estate and gift toolkit Business Valuations for Estate and Gift Tax Purposes Practice Aid Estate and gift case law  Webcast: Key Trends in Estate & Gift Planning AICPA 2023 Forensic and Valuation Conference - session available for purchase  Valuations for Gift and Estate Taxes: Review and Best Practices  Update on Recent Valuation Cases LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court relied on a minority interest sale price rather than the husband's expert, and The Biltmore Estate case where the IRS lost arguing for an asset approach rather than an income approach  Dave and Natalya would like to hear from you about interesting cases, especially Canadian ones.   Please share your thoughts at infoFVS@aicpa-cima.com and put in the subject: podcast ep 79. Guest:  Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA 2023 Forensic and Valuation Conference - content available for purchase: full conference session only FVS estate and gift toolkit – case law listing   Economic damages case law  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get 16 credits of complimentary CPE and access to rich technical content including, BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court relied on a minority interest sale price rather than the husband's expert, and The Biltmore Estate case where the IRS lost arguing for an asset approach rather than an income approach  Dave and Natalya would like to hear from you about interesting cases, especially Canadian ones.   Please share your thoughts at infoFVS@aicpa-cima.com and put in the subject: podcast ep 79. Guest:  Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA 2023 Forensic and Valuation Conference - content available for purchase: full conference session only FVS estate and gift toolkit – case law listing   Economic damages case law  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get 16 credits of complimentary CPE and access to rich technical content including, BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents.   Conflict between federal and state laws and regulations FVS practitioner engagement opportunities Nuances within the current landscape and landmines that must be considered when performing engagements.   Guest:  Ronald L. Seigneur, CPA/ABV, ASA, CVA, Founding Partner, Seigneur Gustafson LLP Host: Greg P. Saunders, CPA/ABV, ASA, Sr. Manager, Keiter CPAs Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA 2023 Forensic and Valuation Conference - content available for purchase: session:   2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond  Available on AICPA-CIMA.com - Discount for AICPA members AICPA & CIMA Cannabis Industry Conference, Aug 12 - Aug 14, 2024 Leading experts will provide you with a deep dive into the rapidly growing multi-billion-dollar Cannabis industry. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents.   Conflict between federal and state laws and regulations FVS practitioner engagement opportunities Nuances within the current landscape and landmines that must be considered when performing engagements.   Guest:  Ronald L. Seigneur, CPA/ABV, ASA, CVA, Founding Partner, Seigneur Gustafson LLP Host: Greg P. Saunders, CPA/ABV, ASA, Sr. Manager, Keiter CPAs Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA 2023 Forensic and Valuation Conference - content available for purchase: session:   2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond  Available on AICPA-CIMA.com - Discount for AICPA members AICPA & CIMA Cannabis Industry Conference, Aug 12 - Aug 14, 2024 Leading experts will provide you with a deep dive into the rapidly growing multi-billion-dollar Cannabis industry. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt.  This is the first of a series of insights we will share from the FVS conference.  The conversation was recorded right after the session in Las Vegas.   Guest: Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Host: Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA 2023 Forensic and Valuation Conference - content available for purchase: full conference session only The New Normal: Cost of Capital in a Higher Interest Rate Environment This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com        

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt.  This is the first of a series of insights we will share from the FVS conference.  The conversation was recorded right after the session in Las Vegas.   Guest: Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Host: Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA 2023 Forensic and Valuation Conference - content available for purchase: full conference session only The New Normal: Cost of Capital in a Higher Interest Rate Environment This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com        

HOSTS. Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. GUESTS. Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs The FVS podsquad are joined by the Chairs of the 2023 FVS Conference for a sneak peek of what to expect at this year's conference in Las Vegas. We go over: the hot topics that will be covered during the event, keynote speakers that you will not want to miss, the benefits for those attending in-person Want to get involved with future FVS conferences, committees, task forces, the standing ovation program? Send a message to infoFVS@aicpa-cima.com   Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings, and FVS Section members save!  Click here to find out how to join! FVS Section members save $500. Credential holders save even more!   RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  LEARN MORE ABOUT:   Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the  CFF Infographic ABOUT US. This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com.

HOSTS. Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. GUESTS. Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs The FVS podsquad are joined by the Chairs of the 2023 FVS Conference for a sneak peek of what to expect at this year's conference in Las Vegas. We go over: the hot topics that will be covered during the event, keynote speakers that you will not want to miss, the benefits for those attending in-person Want to get involved with future FVS conferences, committees, task forces, the standing ovation program? Send a message to infoFVS@aicpa-cima.com   Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings, and FVS Section members save!  Click here to find out how to join! FVS Section members save $500. Credential holders save even more!   RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  LEARN MORE ABOUT:   Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the  CFF Infographic ABOUT US. This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com.

Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the chair for the AICPA's expert witness workshop for the past several years.  In this episode, Stacy discusses: •    Her path to becoming an expert witness •    The role of the expert witness •    Working with counsel to identify the relevant facts in the matter •    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts RESOURCES for Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS Section members save!  Click here to find out how to join!   Expert Witness Workshop, Nov 06 - Nov 08, 2023.  FVS section discount: $550 2023 Forensic and Valuation Services Conference) Nov 06 - Nov 08, 2023.  FVS section discount: $500 FVS webcast | Oct 17:  Overview of Expert Reports, Depositions, and Trial  FVS section discount: $90 FVS webcast archive | Two perspectives on the path to becoming an FVS expert for litigation. Free for FVS Section members 2022 FVS Conference session “Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between”   Podcast Archives (Free) - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the chair for the AICPA's expert witness workshop for the past several years.  In this episode, Stacy discusses: •    Her path to becoming an expert witness •    The role of the expert witness •    Working with counsel to identify the relevant facts in the matter •    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts RESOURCES for Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS Section members save!  Click here to find out how to join!   Expert Witness Workshop, Nov 06 - Nov 08, 2023.  FVS section discount: $550 2023 Forensic and Valuation Services Conference) Nov 06 - Nov 08, 2023.  FVS section discount: $500 FVS webcast | Oct 17:  Overview of Expert Reports, Depositions, and Trial  FVS section discount: $90 FVS webcast archive | Two perspectives on the path to becoming an FVS expert for litigation. Free for FVS Section members 2022 FVS Conference session “Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between”   Podcast Archives (Free) - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC) Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aronsohn, who is with the IVSC. During this podcast, we discuss: -          What motivated the IVSC to incorporate ESG? -          Discussion of past perspective papers and survey results regarding the incorporation of ESG -          Highlights from the IVSC Exposure Draft that specifically address ESG, including the ESG Appendix For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  ·         IVS Exposure Draft for Consultation (2023) ·         Perspectives Paper: ESG and Real Estate Valuation ·         Perspectives Paper: ESG and Business Valuation ·         Perspectives Paper: A Framework to Assess ESG Value Creation ·         International Sustainability Standards Board AICPA-CIMA resources ·         Past podcast episodes: ESG & the Cost of Capital Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School ESG – Why the Business Valuation Practitioner Should Pay Attention Host:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. ·         Training:  AICPA's Fundamentals of ESG Certificate (CPE self-study, 9 credits) Articles: ·         ESG reporting: What's the value of ESG? ·         Accounting's role in ESG FVS Section member ONLY resources ·         Emerging ESG Regulations ·         Information on SEC disclosures This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts - leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)  

Host:  Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC) Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aronsohn, who is with the IVSC. During this podcast, we discuss: -          What motivated the IVSC to incorporate ESG? -          Discussion of past perspective papers and survey results regarding the incorporation of ESG -          Highlights from the IVSC Exposure Draft that specifically address ESG, including the ESG Appendix For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  ·         IVS Exposure Draft for Consultation (2023) ·         Perspectives Paper: ESG and Real Estate Valuation ·         Perspectives Paper: ESG and Business Valuation ·         Perspectives Paper: A Framework to Assess ESG Value Creation ·         International Sustainability Standards Board AICPA-CIMA resources ·         Past podcast episodes: ESG & the Cost of Capital Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School ESG – Why the Business Valuation Practitioner Should Pay Attention Host:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. ·         Training:  AICPA's Fundamentals of ESG Certificate (CPE self-study, 9 credits) Articles: ·         ESG reporting: What's the value of ESG? ·         Accounting's role in ESG FVS Section member ONLY resources ·         Emerging ESG Regulations ·         Information on SEC disclosures This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts - leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)  

In this Silicon Valley Tech & AI episode presented by GSD Venture Studios Gary Fowler interviews Brett Calhoun. Brett Calhoun, Managing Director & GP at Scale VC https://www.linkedin.com/in/brettcalh... Brett Calhoun is the Managing Director & GP at Scale VC. Brett has co-founded two fintech startups with one scaling to over $1M ARR 12 months after launch, was an early employee at Paytient, and has 4 years of early-stage investing experience. Prior, he did transaction and litigation valuation work for startups to public companies. He also holds a CPA/ABV and MBA from Mizzou.

Hosts:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Jennifer L. Anderson, JD, Baker Donelson Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions' (“FTC”) proposed rule to ban Non-Compete Agreements.  What's at stake is employers' ability to impose noncompete agreements on their workers. Noncompetes are a widespread and often exploitative practice that suppresses wages, hampers innovation and blocks entrepreneurs from starting new businesses.  Ms. Anderson provides in-depth analysis and insight on measures businesses can undertake to mitigate some of the perceived threats often understood to be ‘covered' by a non-compete agreement.  Nene discusses the potential impact on the valuation of non-competes from a financial reporting perspective, while Josh mentions the repercussions it might have on non competes in a litigation context. For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.   FTC.Gov:  FTC Proposes Rule to Ban Noncompete Clauses, Which Hurt Workers and Harm Competition' This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content.  Please share your thoughts - leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Hosts:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Jennifer L. Anderson, JD, Baker Donelson Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions' (“FTC”) proposed rule to ban Non-Compete Agreements.  What's at stake is employers' ability to impose noncompete agreements on their workers. Noncompetes are a widespread and often exploitative practice that suppresses wages, hampers innovation and blocks entrepreneurs from starting new businesses.  Ms. Anderson provides in-depth analysis and insight on measures businesses can undertake to mitigate some of the perceived threats often understood to be ‘covered' by a non-compete agreement.  Nene discusses the potential impact on the valuation of non-competes from a financial reporting perspective, while Josh mentions the repercussions it might have on non competes in a litigation context. For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.   FTC.Gov:  FTC Proposes Rule to Ban Noncompete Clauses, Which Hurt Workers and Harm Competition' This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content.  Please share your thoughts - leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Advising legal cannabis-related businesses is a growing opportunity for CPAs. The landscape is ever-changing, on regulatory and other fronts. Andrew Hunzicker, CPA, the founder and CEO of Dope CFO Certified Advisors in Oregon, and Ron Seigneur, CPA/ABV, founder and partner at the firm Seigneur Gustafson LLP in Colorado, joined the JofA podcast recently to provide an update on what has changed in the industry as well as highlights of the upcoming AICPA & CIMA Cannabis Industry Conference, Aug. 14-16 in Boston. They discuss common questions CPAs have, how laws and regulations have changed over the years, and more. What you'll learn from this episode:  ·         An overview of the cannabis industry's regulatory landscape since one of the speakers was on a JofA podcast episode in 2020. ·         What attendees can expect at the AICPA & CIMA Cannabis Industry Conference in August. ·         Details about accounting-specific guidance as it relates to cannabis businesses. ·         The questions that Hunzicker and Seigneur often get about advising cannabis businesses. ·         A list of some of the specific niches that make up the cannabis industry.

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind Description: Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space.  Today's episode features both the attorney's perspective and the forensic and/or valuation specialist, specific topics covered are: ·         Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney ·         A road map for the new forensic and valuation expert start starting out in litigation support engagements ·         A good refresher for the experts ·         How and what happens behind the scenes. For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS section members attend for FREE.  June 27:  Two Perspectives on the Path to Becoming an FVS Expert for Litigation Conference Workshop, Nov 6-8:  AICPA & CIMA Expert Witness Skills Workshop Early bird pricing through September 22 – attend and network with attendees at the FVS Conference in Las Vegas! Webcast prereq:  Oct 17:  Overview of Expert Reports, Depositions, and Trial  - free for workshop attendees! Available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session:  FVC2213 - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·         ABV Credential (Accredited in Business Valuation) ·         CFF Credential (Certified in Fraud and Forensics)

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind Description: Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space.  Today's episode features both the attorney's perspective and the forensic and/or valuation specialist, specific topics covered are: ·         Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney ·         A road map for the new forensic and valuation expert start starting out in litigation support engagements ·         A good refresher for the experts ·         How and what happens behind the scenes. For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS section members attend for FREE.  June 27:  Two Perspectives on the Path to Becoming an FVS Expert for Litigation Conference Workshop, Nov 6-8:  AICPA & CIMA Expert Witness Skills Workshop Early bird pricing through September 22 – attend and network with attendees at the FVS Conference in Las Vegas! Webcast prereq:  Oct 17:  Overview of Expert Reports, Depositions, and Trial  - free for workshop attendees! Available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session:  FVC2213 - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·         ABV Credential (Accredited in Business Valuation) ·         CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Token (SAFT) and accompanying financial instruments. In Part 2 Dave and Antonella will discuss: ·         Challenges that cryptocurrencies and companies present in a valuation ·         Applying the fair value standard of ASC 820/IFRS 13 ·         Impact on VC valuation of current trends in VC capital raising ·         Valuation of cryptocurrencies and companies - recent trends and challenges For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Event:  AICPA® & CIMA® Portfolio Valuation Forum on June 28, 4:30–6:15 pm ET   Attend either in person at KPMG in New York City or virtually via live broadcast.   Industry experts will discuss current issues and trends relating to the complexities of portfolio valuations Participants will be able to ask questions throughout the event and receive up to two CPE credits at NO COST!    Click here to learn more and register Webcast:  Investigations in the Crypto Currency World on July 18, 1:00 - 2:30 pm ET Investigations involving blockchains and digital assets serve a variety of purposes. Attend this webcast for an overview of the applications, associated risks, and techniques used during an investigation. Participants will see examples of its practical applications and gain an understanding of the basic mechanics of blockchain analytics. Click here to learn more and register Webcast playback - Venture Capital Fundraising and Valuation Trends  Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide  Access to this guide is available as part of your FVS Section membership.  It is also available in an e-book format AICPA-CIMA.com web store  - Click here to see sources for webcasts. self-study courses, guidance, practice aids, and news releases such as: Blockchain Opportunities Beyond Crypto Assets Investigations in the Crypto Currency World Understanding, Using, and Securing Crypto and Digital Assets This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content.  Please share your thoughts....leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.  ABV Credential (Accredited in Business Valuation)  CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Token (SAFT) and accompanying financial instruments. In Part 2 Dave and Antonella will discuss: ·         Challenges that cryptocurrencies and companies present in a valuation ·         Applying the fair value standard of ASC 820/IFRS 13 ·         Impact on VC valuation of current trends in VC capital raising ·         Valuation of cryptocurrencies and companies - recent trends and challenges For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Event:  AICPA® & CIMA® Portfolio Valuation Forum on June 28, 4:30–6:15 pm ET   Attend either in person at KPMG in New York City or virtually via live broadcast.   Industry experts will discuss current issues and trends relating to the complexities of portfolio valuations Participants will be able to ask questions throughout the event and receive up to two CPE credits at NO COST!    Click here to learn more and register Webcast:  Investigations in the Crypto Currency World on July 18, 1:00 - 2:30 pm ET Investigations involving blockchains and digital assets serve a variety of purposes. Attend this webcast for an overview of the applications, associated risks, and techniques used during an investigation. Participants will see examples of its practical applications and gain an understanding of the basic mechanics of blockchain analytics. Click here to learn more and register Webcast playback - Venture Capital Fundraising and Valuation Trends  Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide  Access to this guide is available as part of your FVS Section membership.  It is also available in an e-book format AICPA-CIMA.com web store  - Click here to see sources for webcasts. self-study courses, guidance, practice aids, and news releases such as: Blockchain Opportunities Beyond Crypto Assets Investigations in the Crypto Currency World Understanding, Using, and Securing Crypto and Digital Assets This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content.  Please share your thoughts....leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.  ABV Credential (Accredited in Business Valuation)  CFF Credential (Certified in Fraud and Forensics)

Quinn Driscoll, CPA/ABV is a money management coach for small business owners. As the founder of Value Gal, she teaches successful business owners how to follow a money management system so they can stop feeling confused, anxious, or broke. In this episode, you will hear: The peace of mind that comes with having a clear view of your finances Balancing your growing business and paying yourself Quinn's C.L.E.A.R. strategy “Wherever you are, you can have a great grasp on your finances, and that's going to take you so far,” said Quinn as she talked about the range of clients she works with, both big and small. Prior to Value Gal, Quinn spent more than a decade as a sought-after financial expert witness who worked in the high stakes world of litigation consulting. She is a frequent speaker and guest expert on financial topics including building a valuable business, money mindset, and goal setting for business owners. Accidental entrepreneurs, creatives, and former 9-to-5ers love Quinn's calming presence and simple methods that empower them to replace money guilt and dread with clarity and confidence. Learn more about Quinn at www.thevaluegal.com. Download and utilize Quin's free planner here! Follow us for more Inspiration at: Facebook: ⁠Vela Creative Co.⁠ Instagram: ⁠@velacreativeco⁠ Website: ⁠www.velacreativeco.com⁠ Host: Kelsey Stine Produced by: Vela Creative Co. Credits: Production & Editing by Sarah Miller, Kelsey Stine, and Trevor Stine

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Tokens (SAFT) and accompanying financial instruments. In Part 1 of this topic, we join experts Jay Baris and Antonella Puca, to discuss the Recent regulatory and enforcement trends For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Event:  AICPA® & CIMA® Portfolio Valuation Forum on June 28, 4:30–6:15 pm ET   Attend either in person at KPMG in New York City or virtually via live broadcast.   Industry experts will discuss current issues and trends relating to the complexities of portfolio valuations Participants will be able to ask questions throughout the event and receive up to two CPE credits at NO COST!    Click here to learn more and register Webcast:  Investigations in the Crypto Currency World on July 18, 1:00 - 2:30 pm ET Investigations involving blockchains and digital assets serve a variety of purposes. Attend this webcast for an overview of the applications, associated risks, and techniques used during an investigation. Participants will see examples of its practical applications and gain an understanding of the basic mechanics of blockchain analytics. Click here to learn more and register Webcast playback - Venture Capital Fundraising and Valuation Trends AICPA-CIMA.com web store  - Click here to see sources for webcasts. self-study courses, guidance, practice aids, and news releases such as: Blockchain Opportunities Beyond Crypto Assets Investigations in the Crypto Currency World Understanding, Using, and Securing Crypto and Digital Assets This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content.  Please share your thoughts....leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.   ABV Credential (Accredited in Business Valuation)  CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Tokens (SAFT) and accompanying financial instruments. In Part 1 of this topic, we join experts Jay Baris and Antonella Puca, to discuss the Recent regulatory and enforcement trends For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Event:  AICPA® & CIMA® Portfolio Valuation Forum on June 28, 4:30–6:15 pm ET   Attend either in person at KPMG in New York City or virtually via live broadcast.   Industry experts will discuss current issues and trends relating to the complexities of portfolio valuations Participants will be able to ask questions throughout the event and receive up to two CPE credits at NO COST!    Click here to learn more and register Webcast:  Investigations in the Crypto Currency World on July 18, 1:00 - 2:30 pm ET Investigations involving blockchains and digital assets serve a variety of purposes. Attend this webcast for an overview of the applications, associated risks, and techniques used during an investigation. Participants will see examples of its practical applications and gain an understanding of the basic mechanics of blockchain analytics. Click here to learn more and register Webcast playback - Venture Capital Fundraising and Valuation Trends AICPA-CIMA.com web store  - Click here to see sources for webcasts. self-study courses, guidance, practice aids, and news releases such as: Blockchain Opportunities Beyond Crypto Assets Investigations in the Crypto Currency World Understanding, Using, and Securing Crypto and Digital Assets This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content.  Please share your thoughts....leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.   ABV Credential (Accredited in Business Valuation)  CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School   Randy Priem is an expert on market infrastructures and financial benchmarks at the Belgian Financial Services and Markets Authority (FSMA). In his white paper (link below) he analyzes the impact of a company's ESG score on its cost of capital, including if a high ESG score serves as a substitute for a weaker legal environment. During our interview, we do a deep dive into ·       The inspiration for the article ·       Key factors analyzed and data inputs ·       How can appraisers incorporate into business valuation? ·       ESG:  fad or common sense? ·       Beware of greenwashing For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  If you are interested in learning more about ESG, check out these AICPA resources:   AICPA's Fundamentals of ESG Certificate (CPE self-study, 9 credits) FVS podcast episode #53, ESG - Why the Business Valuation Practitioner Should Pay Attention  Additional articles on the AICPA website include: ESG reporting: What's the value of ESG? Accounting's role in ESG Resources available as part of FVS Section membership Emerging ESG Regulations Information on SEC disclosures Randy's White Paper, “The Impact of a Firm's ESG Score on Its Cost of Capital: Can a High ESG Score Serve as a Substitute for a Weaker Legal Environment” December 2022 United Nations - https://unglobalcompact.org/take-action/action/private-sustainability-finance European Commission – https://finance.ec.europa.eu/sustainable-finance_en EMSA - https://finance.ec.europa.eu/sustainable-finance_en IOSCO (International Organization of Securities Commissions) (the global organization of securities regulators) https://www.iosco.org/news/pdf/IOSCONEWS635.pdf Financial Stability Board (FSB). https://www.fsb.org/2021/11/environmental-social-and-governance-esg-ratings-and-data-products-providers/ Bank of international settlements https://www.bis.org/publ/qtrpdf/r_qt2112f.htm This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·       ABV Credential (Accredited in Business Valuation) ·       CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School   Randy Priem is an expert on market infrastructures and financial benchmarks at the Belgian Financial Services and Markets Authority (FSMA). In his white paper (link below) he analyzes the impact of a company's ESG score on its cost of capital, including if a high ESG score serves as a substitute for a weaker legal environment. During our interview, we do a deep dive into ·       The inspiration for the article ·       Key factors analyzed and data inputs ·       How can appraisers incorporate into business valuation? ·       ESG:  fad or common sense? ·       Beware of greenwashing For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  If you are interested in learning more about ESG, check out these AICPA resources:   AICPA's Fundamentals of ESG Certificate (CPE self-study, 9 credits) FVS podcast episode #53, ESG - Why the Business Valuation Practitioner Should Pay Attention  Additional articles on the AICPA website include: ESG reporting: What's the value of ESG? Accounting's role in ESG Resources available as part of FVS Section membership Emerging ESG Regulations Information on SEC disclosures Randy's White Paper, “The Impact of a Firm's ESG Score on Its Cost of Capital: Can a High ESG Score Serve as a Substitute for a Weaker Legal Environment” December 2022 United Nations - https://unglobalcompact.org/take-action/action/private-sustainability-finance European Commission – https://finance.ec.europa.eu/sustainable-finance_en EMSA - https://finance.ec.europa.eu/sustainable-finance_en IOSCO (International Organization of Securities Commissions) (the global organization of securities regulators) https://www.iosco.org/news/pdf/IOSCONEWS635.pdf Financial Stability Board (FSB). https://www.fsb.org/2021/11/environmental-social-and-governance-esg-ratings-and-data-products-providers/ Bank of international settlements https://www.bis.org/publ/qtrpdf/r_qt2112f.htm This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·       ABV Credential (Accredited in Business Valuation) ·       CFF Credential (Certified in Fraud and Forensics)

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US It was so good we needed a part 2!  This episode is a continuation of the engaging conversation we had in March for Women's History Month!  Please join us again while we discuss: ·         Work-life balance is achievable! ·         Don't be afraid to ask for what you need ·         How anyone can be an ally to women in BV For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available for purchase and discounted with your AICPA-CIMA FVS Section membership ·        Getting Comfortable with Being Uncomfortable ·        The Power of Women's Networks Relevant articles on the AICPA website include: Women Strengthen the Accounting Profession  MENTORSHIPS – if you are interested in finding a mentor or becoming a mentor, please contact The AICPA-CIMA FVS member sector at infoFVS@aicpa.org.   This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·        ABV Credential (Accredited in Business Valuation) ·        CFF Credential (Certified in Fraud and Forensics)  

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US It was so good we needed a part 2!  This episode is a continuation of the engaging conversation we had in March for Women's History Month!  Please join us again while we discuss: ·         Work-life balance is achievable! ·         Don't be afraid to ask for what you need ·         How anyone can be an ally to women in BV For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available for purchase and discounted with your AICPA-CIMA FVS Section membership ·        Getting Comfortable with Being Uncomfortable ·        The Power of Women's Networks Relevant articles on the AICPA website include: Women Strengthen the Accounting Profession  MENTORSHIPS – if you are interested in finding a mentor or becoming a mentor, please contact The AICPA-CIMA FVS member sector at infoFVS@aicpa.org.   This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·        ABV Credential (Accredited in Business Valuation) ·        CFF Credential (Certified in Fraud and Forensics)  

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US In honor of Women's History Month, the FVS podcast turns the mic over to our four guests that have experienced the FVS profession for 4 years to 4 decades. Please join us for this thoughtful discussion about: ·         Women in the business valuation industry ·         Mentors inside and outside the workplace ·         Expectations from others and for yourself ·         Advice for the next generation of appraisers For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available for purchase and discounted with your AICPA-CIMA FVS Section membership ·        Getting Comfortable with Being Uncomfortable ·        The Power of Women's Networks Relevant articles on the AICPA website include: Women Strengthen the Accounting Profession  MENTORSHIPS – if you are interested in finding a mentor or becoming a mentor, please contact The AICPA-CIMA FVS member sector at infoFVS@aicpa.org.   This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·        ABV Credential (Accredited in Business Valuation) ·        CFF Credential (Certified in Fraud and Forensics)  

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US In honor of Women's History Month, the FVS podcast turns the mic over to our four guests that have experienced the FVS profession for 4 years to 4 decades. Please join us for this thoughtful discussion about: ·         Women in the business valuation industry ·         Mentors inside and outside the workplace ·         Expectations from others and for yourself ·         Advice for the next generation of appraisers For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available for purchase and discounted with your AICPA-CIMA FVS Section membership ·        Getting Comfortable with Being Uncomfortable ·        The Power of Women's Networks Relevant articles on the AICPA website include: Women Strengthen the Accounting Profession  MENTORSHIPS – if you are interested in finding a mentor or becoming a mentor, please contact The AICPA-CIMA FVS member sector at infoFVS@aicpa.org.   This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·        ABV Credential (Accredited in Business Valuation) ·        CFF Credential (Certified in Fraud and Forensics)  

Host:  Saumya Tayi, CPA/ABV, Director, Alix Partners, LLP Guest(s):   Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice In litigation, the decisions in court cases create precedence for future court cases. Keeping up to date on current court decisions and the background can help you prepare your valuation for court and support it in testimony. Join Saumya, one of our newer hosts, as she speaks with Natalya Abdrasilova, and David Consigli and they delve into and discuss the valuation implications and technical valuation components of the cases.  For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session: Valuation Court Cases: New Cases and Historical Cases Impacting Valuations Today This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·         ABV Credential (Accredited in Business Valuation) ·         CFF Credential (Certified in Fraud and Forensics)

Host:  Saumya Tayi, CPA/ABV, Director, Alix Partners, LLP Guest(s):   Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice In litigation, the decisions in court cases create precedence for future court cases. Keeping up to date on current court decisions and the background can help you prepare your valuation for court and support it in testimony. Join Saumya, one of our newer hosts, as she speaks with Natalya Abdrasilova, and David Consigli and they delve into and discuss the valuation implications and technical valuation components of the cases.  For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session: Valuation Court Cases: New Cases and Historical Cases Impacting Valuations Today This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·         ABV Credential (Accredited in Business Valuation) ·         CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV/CEIV Chaffe & Associates, Inc. Guest(s):   Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital Audra Moncur, CPA/ABV, Partner, Wipfli, LLP   Nene meets with FVS conference presenters Karolina Calhoun and Audra Moncur right after their presentation this past November.  Join us as we dig into the topic of goodwill a bit deeper than your financial accounting textbook did to learn: Major differences between personal goodwill and enterprise goodwill Types of assignments that usually involve personal goodwill Impact of size on the presence of personal goodwill Best practices for personal goodwill assignments For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPA.org Family Law and Divorce Engagements - Parts 1, 2, and 3 from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session: Personal vs. Entity Goodwill This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE, and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential(Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Host:  Nene Gianfala, CPA/ABV/CEIV Chaffe & Associates, Inc. Guest(s):   Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital Audra Moncur, CPA/ABV, Partner, Wipfli, LLP   Nene meets with FVS conference presenters Karolina Calhoun and Audra Moncur right after their presentation this past November.  Join us as we dig into the topic of goodwill a bit deeper than your financial accounting textbook did to learn: Major differences between personal goodwill and enterprise goodwill Types of assignments that usually involve personal goodwill Impact of size on the presence of personal goodwill Best practices for personal goodwill assignments For Further exploration on this topic: If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPA.org Family Law and Divorce Engagements - Parts 1, 2, and 3 from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session: Personal vs. Entity Goodwill This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE, and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential(Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

On this episode of the LIFT Your Shop podcast we got to talk with CPA Hunt Demarest with the accounting firm Paar, Melis and Associates. He shares with us some of the most important metrics to understand in your auto repair shops finances. Hunt goes over some KPIs in your Profit and Loss Statement and certain percentages that you should be shooting for. On top of that he has a downloadable book that goes over some of these items and more! You can download a copy of Hunt's book here at https://paarmelis.com/your-perfect-shop-book-download/

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Brian McIntyre, CVA, Partner, Withum - Forensic and Valuation Services Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Description: In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and discuss the following: Concepts surrounding marketability discounts are always evolving The criticality of finding data to support your conclusions Need to be flexible to different options for valuing marketability There is no "one size fits all" for determining marketability discounts Common errors Natalya and Brian have observed For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available as part of FVS Section membership BRG (Business Reference Guide) Online - Provides an overview of different markets to create a baseline to develop discounts. available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session:  Marketability Discount This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential(Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Brian McIntyre, CVA, Partner, Withum - Forensic and Valuation Services Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Description: In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and discuss the following: Concepts surrounding marketability discounts are always evolving The criticality of finding data to support your conclusions Need to be flexible to different options for valuing marketability There is no "one size fits all" for determining marketability discounts Common errors Natalya and Brian have observed For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available as part of FVS Section membership BRG (Business Reference Guide) Online - Provides an overview of different markets to create a baseline to develop discounts. available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session:  Marketability Discount This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential(Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Host:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Josh's conversation with Nene confirms that ESG is not a fad that is going away. This episode will provide you with takeaways that business valuation practitioners need to know including potential increased risks for subject companies. What is ESG and how does it impact a business' value How will newly required ESG disclosures trickle down and impact private companies Incorporation of ESG into your business valuation practice   Why it is critical to consider ESG during your due diligence  For Further exploration on this topic:    If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA's Fundamentals of ESG Certificate (CPE self-study, 9 credits) Additional articles on the AICPA website include: ESG reporting: What's the value of ESG? Accounting's role in ESG Resources available as part of FVS Section membership Emerging ESG Regulations Other resources   Information on SEC disclosures This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential(Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Host:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Josh's conversation with Nene confirms that ESG is not a fad that is going away. This episode will provide you with takeaways that business valuation practitioners need to know including potential increased risks for subject companies. What is ESG and how does it impact a business' value How will newly required ESG disclosures trickle down and impact private companies Incorporation of ESG into your business valuation practice   Why it is critical to consider ESG during your due diligence  For Further exploration on this topic:    If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA's Fundamentals of ESG Certificate (CPE self-study, 9 credits) Additional articles on the AICPA website include: ESG reporting: What's the value of ESG? Accounting's role in ESG Resources available as part of FVS Section membership Emerging ESG Regulations Other resources   Information on SEC disclosures This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential(Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:  Zac Liermann, CPA, Senior Consultant, Wipfli LLP               Jared Hannon, CFA, CEIV, Director, Grant Thornton LLP In this episode, we talk to Zac and Jared, who recently presented at the 2022 FVS Conference in Las Vegas on 409A Valuations and discuss the: History and explanation of 409A/ASC 718 Valuations Complex nature of 409A Valuations Difference between simple and complex capital structures Allocation methods appropriate under a particular fact pattern Implementing Option Pricing Model methodologies Also, “fun” stories of the most complex capital structure the presenters tackled and tips to conquer them in practice. For Further exploration on this topic – If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Statement on Standards for Valuation Services (VS Section 100) FREE resource AICPA-CIMA Forensic and Valuation Services Conference, session:  409A Valuations available for purchase from AICPAconferences.com Resources available as part of FVS Section membership – AICPA's _Accounting and Valuation Guide: Valuations of Privately-Held-Company Equity Securities Issued as Compensation aka the Cheap stock guide Valuations performed for employee stock ownership plans (ESOPs) and FAQs What every valuation analyst should know about employee stock ownership plans (ESOPs) VS Section 100 (SSVS) Development Compliance Checklists This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE, and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials – Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:  Zac Liermann, CPA, Senior Consultant, Wipfli LLP               Jared Hannon, CFA, CEIV, Director, Grant Thornton LLP In this episode, we talk to Zac and Jared, who recently presented at the 2022 FVS Conference in Las Vegas on 409A Valuations and discuss the: History and explanation of 409A/ASC 718 Valuations Complex nature of 409A Valuations Difference between simple and complex capital structures Allocation methods appropriate under a particular fact pattern Implementing Option Pricing Model methodologies Also, “fun” stories of the most complex capital structure the presenters tackled and tips to conquer them in practice. For Further exploration on this topic – If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Statement on Standards for Valuation Services (VS Section 100) FREE resource AICPA-CIMA Forensic and Valuation Services Conference, session:  409A Valuations available for purchase from AICPAconferences.com Resources available as part of FVS Section membership – AICPA's _Accounting and Valuation Guide: Valuations of Privately-Held-Company Equity Securities Issued as Compensation aka the Cheap stock guide Valuations performed for employee stock ownership plans (ESOPs) and FAQs What every valuation analyst should know about employee stock ownership plans (ESOPs) VS Section 100 (SSVS) Development Compliance Checklists This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE, and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials – Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

Natural disasters happen. Oftentimes, they are sudden with no way to prepare. After a disaster, business owners are not only faced with property damage but  also with business closures, damage to their employees' properties and other aspects that make it hard for their business to stay afloat. But what if you could put a plan in place to keep you and your business sailing smoothly? If you don't have a plan, are there steps that you can take to ease your recovery? In this episode of The Wrap, Warren Averett's own Mindy Rankin, CPA, CCD, and Tammy McGaughy, CPA/ABV, CFF, CFE, join our hosts to discuss how businesses are impacted by natural disasters, how they can recover and what steps can be taken to prepare and prevent future losses.After listening to this episode, you'll be able to: Understand what a casualty loss is, as well as the requirements and who is excluded. Know what a qualified disaster is, how it could benefit your business and the steps you need to take to rally for this special designation.Better understand business interruption claims, and how you could get insurance to help prevent money loss.Prepare for natural disasters by picking out the best insurance policy to help you through.Test your disaster recovery plan to ensure everything is ready in case of another natural disaster. Additional Resources:Casualty Losses: What You Need to Know to Help Your Business Recover from a Natural Disaster5 Steps to Make a Business Interruption ClaimHow to Prepare Your Business for a Natural Disaster

In this episode of Saving With Steve, host Steve Sexton is joined by business coach and money mentor, Quinn Driscoll, CPA/ABV, the founder of Value Gal. They discuss:   - One of the biggest challenges business owners and accidental entrepreneurs have but rarely talk about - What you can do to ensure that you are running your business instead of letting it run you - Easy and actionable money mindset prompts to help you become great with money - How to design your business so that it can become the key to unlocking your dream lifestyle, flexibility, and financial freedom   Learn more about the show at www.SavingWithSteve.us

Guests: Josh Shilts, CPA/ABV/CFF/CGMA              Mark Dietrich, CPA/ABV Josh Shilts, CPA/ABV/CFF/CGMA sits down for a second time with Mark Dietrich, CPA/ABV, to further explore the complexities of healthcare valuation including: Data sources such as the Goodwill Registry Using principles not just rules when performing valuations Private equity transactions and platform investments No cash flow, no goodwill: the role of relative value units (RVU) What to put in your toolbox? The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

Guests: Josh Shilts, CPA/ABV/CFF/CGMA              Mark Dietrich, CPA/ABV Josh Shilts, CPA/ABV/CFF/CGMA sits down for a second time with Mark Dietrich, CPA/ABV, to further explore the complexities of healthcare valuation including: Data sources such as the Goodwill Registry Using principles not just rules when performing valuations Private equity transactions and platform investments No cash flow, no goodwill: the role of relative value units (RVU) What to put in your toolbox? The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Ken Pia, CPA/ABV  Josh and guest, Ken Pia, who leads the national matrimonial practice for Marcum LLP will share where the practice is at the beginning of the 3rd year of the pandemic. The podcast will also discuss some important issues to consider such as: Managing quality and credibility in an increasingly complex environment that is increasingly virtual Developing processes and the impact of business valuation trailblazers The value of always being prepared for litigation Avoiding the trend of shortcuts and what to put in your toolbox The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Ken Pia, CPA/ABV  Josh and guest, Ken Pia, who leads the national matrimonial practice for Marcum LLP will share where the practice is at the beginning of the 3rd year of the pandemic. The podcast will also discuss some important issues to consider such as: Managing quality and credibility in an increasingly complex environment that is increasingly virtual Developing processes and the impact of business valuation trailblazers The value of always being prepared for litigation Avoiding the trend of shortcuts and what to put in your toolbox The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

No business is immune to fraud, yet few businesses are proactive to examine their own risks. The trust in long-time employees, the convenience of automated payment systems and the simplicity of internal processes can all lull businesses into a false sense of security. And a false sense of security can quickly turn into financial hurt for your business due to fraud. So, what can businesses do practically to protect themselves from fraud?In this episode of The Wrap, Tammy McGaughy, CPA/ABV, CFF, CFE, who specializes in helping businesses identify and correct fraud instances, joins our hosts to discuss fraud protection for businesses. After listening to this episode, you'll be able to:Be aware of some of the most common types of fraud in businessesGrasp why there has been a recent uptick in business fraud cases and understand the causes of fraudSee why having company credit cards can make your organization more vulnerableImplement immediate tactics that can help with fraud protection for businessesKnow how to effectively monitor your organization's fraud risk (without being in multiple locations at once)

With some very simple--no cost--structural changes, large anesthesia groups can help their providers reduce the amount of income they incur taxes on by $100,000 or more. The best way to move in this direction, though, is for the group's providers to understand the strategy and approach the leadership with it.But this sort of forward thinking from a group's leadership could not only protect their employees' wages, but could also make them a much more appealing employer from a recruiting standpoint.We once again welcome Glenn Henderson, CPA/ABV, CVA, AEP with CCK Strategies, PLLC and appreciate his insights.Mr. Henderson has been a CPA for over 43 years, currently with a company called CCK strategies. He is one of the partners, and has been over their Texas office for four years as of December 1st, 2021. He previously had his own practice for 27 and-a-half years, but saw the opportunity to merge with a forward thinking firm and offer a broader range of services to his clients.

Filing as an S Corporation, forming a C Corporation, and defining "Reasonable Wage" - 3 tax concepts that every small anesthesia partnership & sole practitioner needs to be aware of. A huge welcome to our expert guest speaker: Glenn Henderson, CPA/ABV, CVA, AEP, and partner at CCK Strategies, PLLC.An LLC that Files As An S CorporationOne of the most important things that sole practitioners or small partnerships of anesthesiologists can do is actually become an LLC that files for federal income tax as an S corporation. If they didn't do anything else, that helps to split their income into earned income as well as a return on equity. Put in tax terms, we can avoid payroll taxes on the return on equity while we still pay them what's considered to be a reasonable wage. What we avoid, then, is actually more than just the payroll tax. If your wages are over 250,000, you're required to pay what we call ObamaCare taxes, which are an add-on to your income tax. However, S corporation income is not included in that income that's taxed at a higher rate. That's an additional 3.8%. Although that starts off sounding like a small amount, when some of your income is already unnecessarily being taxed at 19% or 20%, basically already adding 50% to your tax burden. So just with some basic restructuring, we can avoid some of those taxes and reduce your income tax burden by about a third, so that it becomes significant when you add those things up.Forming a C CorporationFor our clients who already have an S corporation, another structural change that we suggest and accommodate is forming a C corporation with a fiscal year end. That C corporation's purpose is to help with the marketing, the strategic planning, and with logistics of an anesthesia practice. Deferral is a significant and important part of this structure. We can defer some of the net income of your S corp into a C corp for up to 11 more months until the tax is due. Then, at the same time, we can also set up some other things and look at some other opportunities, especially for retirement in that new C corp. “Reasonable Wage”And finally, I did wanna tell everybody that you have to have what's called a “reasonable wage” for those that are providing services to the S corp or the C corp. So while we can't eliminate payroll taxes altogether, we can minimize that wage to a reasonable amount, and then everything that exceeds that wage would enjoy the benefits of the reduced tax. And that's really what I would offer as the first advice for any sole practitioners and small partnerships. It's really just some simple structural changes, but they can make an enormous impact by saving about one-third of the tax on a large chunk of the providers' incomes.Questions?If you'd have any questions about taxes and your anesthesia practice, you can reach out directly to Glenn via email at glennh@cckcpa.com.About The SpeakerGlenn Henderson has been a CPA for over 43 years. After running his own practice for 27+ years, Glenn saw an opportunity to partner with a forward thinking practice and expand service offerings to his clients. He merged his practice with the CCK Strategies team and now specializes in mergers and acquisitions as the partner over the Texas office. He has worked successfully with small and large anesthesia practices throughout the years.About CCK Strategies, PLLCCCK Strategies is a Tax and Business Consulting firm that combines a broad scope of expertise with personalized service. With a team of more than 125 people serving clients worldwide, CCK provides innovative solutions and creates value at every stage of a business's life cycle.CCK offers the depth of resources, both domestic and international, required to be successful in today's business marketplace. We are more than a firm, we are your partners.CCK Strategies, PLLC Website: https://www.cckcpa.com/

In the August 2021 episode, Mr. Cengiz Karatas discusses business and community leadership with David Nissen, CPA/ABV, CVA, CEO/President of PKF Mueller. Mr. Nissen speaks about PKF Mueller's successes, community involvement, vision, and diversity. His advice to business and community leaders is to embrace the change and adapt to what the pandemic has brought the world. Mr. Nissen also encourages the younger generation to work hard and have a good work ethic in order to succeed in life. PKF Mueller supports Future Institute and our students' futures both financially and by volunteering time.

Guests: Heather Tullar, CPA/ABV, ASA and Josh Shilts, CPA/ABV/CFF, CGMA, CFE The podcast discusses some of the issues surrounding the valuation of Prince's estate and the complexities that arise when working on a multi-faceted engagement with a wide spectrum of hard to value or highly specialized assets. Topics addressed include: Valuation of intangible assets Identifying the right team of experts Preparing a defensible valuation The podcast will also discuss some key concepts that will help professionals new to valuation Understanding that reasonable professionals can differ and still have a defensible valuation The importance of standing by your opinion Know ‘why' the value is what it is The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

Guests: Heather Tullar, CPA/ABV, ASA and Josh Shilts, CPA/ABV/CFF, CGMA, CFE The podcast discusses some of the issues surrounding the valuation of Prince's estate and the complexities that arise when working on a multi-faceted engagement with a wide spectrum of hard to value or highly specialized assets. Topics addressed include: Valuation of intangible assets Identifying the right team of experts Preparing a defensible valuation The podcast will also discuss some key concepts that will help professionals new to valuation Understanding that reasonable professionals can differ and still have a defensible valuation The importance of standing by your opinion Know ‘why' the value is what it is The episode is brought to you by the AICPA's Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

The value of a dental practice is often a significant piece of an owner dentist's financial picture. When ownership changes hands, and during other life events, a clear understanding of the fair-market value of that practice is critical for both the seller and buyer. Matt Howard, a CPA/ABV & CVA with Blue and Company, completed 300 dental practice valuations in 2020. In the latest episode of The Practice Growth Podcast, Matt shares his expertise.Listen to learn more about:  The key metrics to examine when determining practice value. The intangible benefit of not haggling over practice price. The most common deal-killers that prevent a successful change of ownership. Plus more.You can find more information about Blue and Company at blueandco.com You can contact Matt at mhoward@blueandco.com

From October 2018, our archive presentation provides an overview of ESOPs and their advantages, and then takes a deeper-dive into some of the key elements of assessing whether an ESOP is feasible (e.g., valuation, financing, management succession, and operating with an ESOP). This session was presented by Brian D. Bornino, CPA/ABV, CFA, CBA, Director of Valuation & Financial Opinion Services at GBQ Consulting LLC, Columbus, OH (Moderator); David L. Bosch, Primary Consultant Defined Contribution and Cash Balance Division at Watkins Ross, Grand Rapids, MI; and Andrew J. Manchir, ASA, CMA, CEPA, Director of Valuation and ESOP Services Groups at Katz, Sapper & Miller, Indianapolis, IN. This presentation is for business owners considering a sale to their employees through an ESOP. It provides an overview of ESOPs and their advantages, and then takes a deeper-dive into some of the key elements of assessing whether an ESOP is feasible (e.g., valuation, financing, management succession, and operating with an ESOP). We also discuss case studies of successful transitions to employee ownership through an ESOP.

In this episode we continue our coverage of The ESOP Association's 4th Annual Great Lakes Regional Conference [www.esopassociation.org/chapters] held October 18th - 19th, 2018 at the Kalahari Resort in Sandusky, Ohio, by sharing a session on "Assessing the Feasibility of an ESOP." This session was presented by Brian D. Bornino, CPA/ABV, CFA, CBA, Director of Valuation & Financial Opinion Services at GBQ Consulting LLC, Columbus, OH (Moderator); David L. Bosch, Primary Consultant Defined Contribution and Cash Balance Division at Watkins Ross, Grand Rapids, MI; and Andrew J. Manchir, ASA, CMA, CEPA, Director of Valuation and ESOP Services Groups at Katz, Sapper & Miller, Indianapolis, IN. This session is for business owners considering a sale to their employees through an ESOP. It provides an overview of ESOPs and their advantages, and then takes a deeper-dive into some of the key elements of assessing whether an ESOP is feasible (e.g., valuation, financing, management succession, and operating with an ESOP). We also discuss case studies of successful transitions to employee ownership through an ESOP.

We get the opportunity to speak with Grant Farrell, ASA, CPA/ABV, CFF, regarding his career progression and how he got into the field of business valuations on this episode of Life In Accounting, a podcast production of www.WhereAccountantsGo.com. The Career Funnel One of the interesting points Grant makes in the early discussion is how being an accounting major in college places you into a “funnel” that assures you excellent career opportunities if you simply take advantage of them. He actually started off in college to be a professional golfer, but then experienced some internal tension regarding his long-term plans, and then later an injury forced the decision that he was not going to be able to pursue professional golf anyway.  It was at this point that he decided to take steps to ensure his long-term career stability – and that step was to major in accounting. Business Valuation Path As we get further into the interview, Grant discusses how he was able to get into the business valuation specialty. It all started with a position with KPMG in audit in the subgroup of “transaction services”.  This early experience positioned him to learn a great deal about business valuation, and launched his career along that trajectory.  He then spent the next decade-plus working in that specialty field. Learning Never Stops While college prepares us well for many facets of our accounting careers, it can't possibly prepare you for everything. As it turns out, there are many so-called soft skills that are necessary in the business valuation space as well.  When asked about this, Grant basically said that you just have to decide that you will never stop learning.  There is always more to learn as you get deeper into the field.  On the topic of developing soft skills in particular, Grant mentioned one book in particular that individuals should consider – “How To Win Friends and Influence People”.  Make sure to see the link for more details on this well-known book – https://amzn.to/2D0Q3iq To listen in on the interview, click on the player below…

Back again from the Voices of Dentistry Podcast Summit in Nashville, TN as Gabe and Justin interview Jonathan VanHorn, CPA/ABV, the Chief of Accounting, Tax, and Coaching at DentistMetrics, about the financial side of dental practice management. Jonathan shares his thoughts and advice on starting a dental practice, financial mistakes, loans, interest, and taxes. To learn more about Jonathan VanHorn's company DentistMetrics, visit: http://dentistmetrics.com/ Listen to Jonathan VanHorn's podcast “Start Your Dental Practice here: http://dentistmetrics.com/category/podcast/start-your-dental-practice/