Get set for the first of a series of episodes highlighting opportunities for FVS practitioners in bankruptcy, Ken and Josh “sit” to discuss some of the tenets of his practice. Ken tells us about the types of bankruptcy (Chapter 7, Chapter 11,

Real Estate in the Valuation of Operating Entities and Holding Companies

26 days ago 26m 4s

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 analysi

Eye on Fraud - Too Good to be True: Ponzi Schemes

26 days ago 32m 9s

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 v

Insights for Navigating Common Issues in Business Valuation

Apr 4th, 2024 24m 28s

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 underta

High Times for CPAs? – Forensic Accounting Services in the Budding Cannabis Industry EXTRA

Mar 21st, 2024 24m 45s

Clay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry. The learning curve has been steep given the regulations and cash-based nature of the business, and buildi

Byteful Insights: Valuing Tech and Data- a conversation with the IVSC

Mar 21st, 2024 20m 34s

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

FVS Eye on Fraud – Accountants and the Battle Against Money Laundering

Mar 7th, 2024 36m 16s

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 P

Valuations for Gift and Estate Taxes: Review and Best Practices

Feb 21st, 2024 24m 41s

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 AIC

Protecting Yourself While Conducting Internet Based Investigations

Feb 1st, 2024 19m 49s

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

Valuation Court - Key Takeaways from Recent Cases

Jan 18th, 2024 28m 1s

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 wa

Start Your Year on a High Note - An Overview of the Marijuana Industry in 2023

Jan 4th, 2024 25m 45s

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 gro

The Forensic Accountant's Role in M&A Disputes

Dec 21st, 2023 20m 47s

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, independe

The New Normal: Cost of Capital in a Higher Interest Rate Environment

Dec 7th, 2023 34m 54s

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 impac

Eye on Fraud - Q1 - Ransomware Attacks and the Forensic Accountant’s Role

Nov 16th, 2023 24m 24s

We discuss with Rumbi Petrozzello, the lead author of the winter 2023 issue of Eye on Fraud, a quarterly publication created by the FLS Fraud Task Force: What is ransomware? What are the key techniques used to attach IT networks What should

Eye on Fraud - Q2 -The Role of Forensic Accountants in Government Investigations

Nov 3rd, 2023 29m 56s

This is not the GAGAS you learned in college! Today Elizabeth is joined by veteran investigators and close colleagues, Amy, and David, who share their first-hand experiences assisting with government agency investigations. You will not be rem

Recognizing Financial Issues: Lost Profits vs. Loss of Value

Oct 26th, 2023 36m 41s

Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action. What steps can financial experts take to assist counsel and their client What st

Learn by Communicating - The Litigation Talk Series at the FVS Conference

Oct 12th, 2023 22m 37s

This year’s FVS Conference will feature the Litigation Talk Series, an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the “Talk Series” t

Using Reset Moments for Employee Engagement with the FVS Conference keynote

Sep 28th, 2023 20m 44s

Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment. A Reset Moment is a tool

Engaging Minds, Empowering Success - a visit with the 2023 FVS Conference Chairs

Sep 14th, 2023 29m 7s

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 Crib

When Forensic Accounting and Business Valuation Join Forces

Aug 31st, 2023 20m 36s

Host: Jenny Allen, CPA/ABV/CFF, Anthem Forensics Guest: Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation.

Expert Witness - Defending your Business Valuation in Litigation

Aug 17th, 2023 19m 47s

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 th

ESG Highlights from the IVSC

Aug 3rd, 2023 34m 32s

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 th

Is it the End for the Noncompete?

Jul 20th, 2023 40m 43s

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

FVS (Best) Practices - Current Thinking on Recruiting and Retaining Talent

Jul 6th, 2023 38m 3s

Host: Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC Guest: Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC We welcome Mike Blake again to join Josh Shilts and discuss the current recruiting and

From Retention to Report Issuance and Everything In Between

Jun 22nd, 2023 14m 13s

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