May 2021 Forensic & Valuation Insight

Message from President Josh Shilts

Last month I had the pleasure of being a guest speaker on ValuationPodcast.com, hosted by Melissa Gragg, CVA, MAFF, CDFA. Together we discussed a number of different topics on this episode titled “Business Valuations – When the Future is Unknown and the Past is Not Reliable”. I love what I do and always enjoy getting to talk shop with other experts in my field. I invite you to take a listen and hopefully we can provide useful insights! For the full podcast, please visit www.valuationpodcast.com.

I hope you enjoy the content of this month’s newsletter and as always, please reach out to us if we may be of any assistance.

Josh Shilts, CPA/ABV/CFF/CGMA, CFE

Featured Articles

• Six Tips for Handling Key Issues in Tricky Bankruptcy Valuations
• New Evolving ESOP Case Raises Familiar Valuation-related Issues
• BVR Monthly U.S. Economy Update
• What We’ve Learned About Fraud Risk Assessment After a Year of the Pandemic
• Valuing & Dividing Stock Options in Divorce

Other Articles of Interest

• DLOM Gauge Spiked in 1Q 2021, Per Updated Pre-IPO Study
• Credit Card Rewards in Business Valuation for Divorce – Operating v. Non-Operating Assets
• Developments in Individual Taxation – Sec. 215: Alimony, Etc. Payments [repealed]

Shilts Speaks

Our President, Josh Shilts, is passionate about sharing his expertise. We would like to encourage you to join us at his next event. Click Here to View All Events.

Any advice contained in this article, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.