valuation servicces

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

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.

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.