Articles

Our professionals have written numerous articles that provide a tremendous resource for our clients and business contacts:

Forensic Accounting

• The Role of the Financial Expert in Damage Cases
• Embezzlement of Company Funds
• Family Law – Shareholder Income from an S Corporation
• Commercial Litigation and Forensic Accounting (as published in “Valley Lawyer”, reprinted with permission)
• Inventory Losses – When to Hire a Forensic Accountant
• Commercial Litigation and the Use of Forensic Accountants
• Why Are ‘Forensic Business Valuations’ Needed & How Are They Calculated?
• Case Examples in Employee Theft and the Role of a Forensic Accountant
• The Role of a Forensic Accountant in Combating Unfair Business Practices
• Trade Secret Theft: You’re A Victim, Now What?
• The Role of a Forensic Accountant in Property and Liability Losses
• Business Interruption Claims: Should a Forensic Accountant be Retained?
• Income Documentation and Verification in Family Court Matters
• Insurance Fraud Matters: Should You Hire a Forensic Accountant?
• Tax Court Rejects Tax Affecting S Corporation Earnings
• Valuing Economic Damages after an Armed Robbery

Litigation Consulting

• The Financial Expert: An Essential Addition to the Litigation Team (as published in “Valley Lawyer”, reprinted with permission)
• Dissenting Shareholders in a Buyout – Litigation Consulting and Business Valuation Issues
• Fraud and Theft of Residential and Commercial Real Estate, Cash and Marketable Securities
• Wrongful Termination: How a Litigation Consultant Helps Your Case
• Commercial Litigation: Improving Your Chances for Victory
• Practical Uses of Litigation Consultants and Forensic Accountants in Divorce Matters
• 12th Annual Guide to Expert Witnesses
• Business Interruption: Case Example and Lessons Learned
• Considerations in Selecting an Expert for Wrongful Termination Matters
• Damage Calculations and Use of Experts in Breach of Contract Matters
• How to Resolve Contract Disputes by Using an Accounting Expert
• Partnership Dissolutions and Disputes: The Effective Use of a Financial Expert
• The Role of the Forensic Accountant in Insurance Claims/Bad Faith
• Valuation Considerations Involving Intagible Assets

Business Valuation

• Balance Sheets and the Asset Approach
• Benefit Stream Error: Locking in Adjustments for an Eternity
• Business Valuation in Buy-Sell Agreements (as published in “Santa Barbara Lawyer”, reprinted with permission)
• Current Events in Estate and Gift Taxes
• Succession Planning Options for Family-Owned Businesses
• The Critical Nature of a Business Valuation in Estate Planning
• Business Valuation Services for Marital Dissolution (as published in “Valley Lawyer,” reprinted with permission)
• Business Valuation in Divorce Engagements
• Capital Sources and Valuation in Business Bankruptcies
• Determination of the Value of a Business for Purposes of a Buy-Sell Agreement
• Developing Appropriate Capitalization Discount
• Engagement Letters
• Estate of Frazier Jelke — Value of Imbedded Capital Gains
• Family Limited Partnerships: Great Facts — and the Taxpayer Still Loses!
• Fundamentals of Fair Market Value
• How to Select a Business Valuation Expert
• How to Value a Business When Data and Cooperation Are Not Forthcoming from Management: An In-Depth Explanation of Forensic Business Valuations (reprinted with permission from “Orange County Lawyer” magazine, published by the Orange County Bar Association)
• Mergers & Acquisitions: When & How to Use a Valuation Expert
• Practical Applications of Business Valuations for Estate Planning Purposes
• The Effect of Asbestos Litigation on the Valuation of a Business
• The Role of a Business Valuation in Divorce Cases
• The Role of a Business Valuation in Succession Planning
• Top 10 Valuation Errors (reprinted with permission from “California CPA” published by CalCPA)
• Valuing Economic Damages after an Armed Robbery
• Valuing Professional Goodwill