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 [email protected] 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

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Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to [email protected]

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 
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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 [email protected]