Forensic and Valuation Services (FVS)
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Welcome to the FVS podcast, a 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.
Forensic and Valuation Services (FVS)
2w ago
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, Keit ..read more
Forensic and Valuation Services (FVS)
2w ago
Once a Ponzi scheme has been exposed as a financial fraud, a forensic accountant’s skills are instrumental in the investigation of the fraud and assessment of damages. The Eye on Fraud authors, Rumbi and Kathy, share:
What is a Ponzi scheme vs. a pyramid scheme vs. multi-level marketing
How and why Ponzi schemes draw in victims
Ponzi scheme red flags
Guests: Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE, Head of Strategy, Consulting, Seramount Kathy Bazoian Phelps, Esq. Partner, Raines Feldman Littrell LLP
Host: Elizabeth Woodward, CPA/CFF, CFE, Forensic Accounting Director, D ..read more
Forensic and Valuation Services (FVS)
1M ago
While each business valuation assignment may be unique, there are often common themes and issues that typically arise. Understanding how different practitioners may navigate those issues can provide helpful guidance and reassurance when undertaking an engagement. Since Ethan Lee and Monica Caswell focus their efforts on different valuation niches, they were able to provide their specialized insight regarding the following topics:
Undertaking limited-scope engagements
Managing client expectations
Avoiding biases in your conclusions
Common errors observed in opposing experts’ analyses
Con ..read more
Forensic and Valuation Services (FVS)
1M ago
This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, “Value and Data” takes a deep dive into understanding:
What is considered technology and what drives the value of data
How both play a critical role as intangible assets within the modern economy
The influence of artificial intelligence on valuation practices
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Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to info ..read more
Forensic and Valuation Services (FVS)
1M ago
With an increased understanding of financial crimes and money laundering, accountants can assist law enforcement, banks, investors, and governments with information that can be useful to help
Keep our capital markets functioning as intended
Protect our national security by preventing or disrupting illicit finance.
This episode is a discussion surrounding the Summer 2023, Issue 3 of the FVS Eye on Fraud series that educates readers on the genesis of FinCEN’s efforts to enforce anti-money laundering legislation and today’s emerging issues on the topic.
Guests:
Patrice Schia ..read more
Forensic and Valuation Services (FVS)
2M ago
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 ..read more
Forensic and Valuation Services (FVS)
3M ago
Whether you perform investigations or not, you'll find real-world applicability in this interview with Ryan who will share with us the challenges of open source intelligence investigations (OSINT), including:
Basics that investigators need to be aware of before conducting investigations
How OSINT works with digital forensics
What You might be giving away if you are not careful about how you conduct OSINT
Guest: Ryan Duquette, partner, and national leader of digital forensics at MNP, Toronto Canada Host: Elizabeth Woodward, CPA/CFF, CFE, Dean Dorton
Please share your t ..read more
Forensic and Valuation Services (FVS)
3M ago
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 interes ..read more
Forensic and Valuation Services (FVS)
4M ago
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 Gust ..read more
Forensic and Valuation Services (FVS)
4M ago
Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes. This includes an independent accountant/arbitrator, independent expert, or consulting expert. From the impact of shifting interest rates to the looming wave of baby boomer exits, learn about the ways forensic accountants can assist.
Guest: Josh Epstein, CPA/CFF, CA, CFE, Senior Manager, MNP LLP Host: Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co..
Please share your thoughts about the episode ..read more