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Valuation and Litigation Briefing – July/August 2022

In the July/August issue of our Valuation and Litigation Briefing, the following articles are available for your summer reading. Harvey v. Harvey: Buy-sell provision applies to divorce valuation Delaware Chancery Court weighs in on fair value in statutory buyouts Know the company’s value before meeting with lenders IRS hot button: Deductible management fees vs. disguised […]

Exceeding Client Expectations

Most of us have heard variations of tag lines from professional service firms. Some may say the following: Our firm is different We are big enough to serve yet small enough to care We provide personalized service Relationships matter We go above and beyond to serve our clients Today, we want to share a story […]

Word to the Wise – June 2022

In this issue of Word to the Wise, we focus on summer jobs and the taxes you can expect to owe based on whether you are an employee, working for a family business, an entrepreneur or a domestic worker, such as a babysitter. In addition, we include articles on home offices and the tax consequences […]


The cover story of the May/June edition of our Valuation & Litigation Briefing newsletter focuses on “How to factor cybersecurity concerns into a business valuation.” This article addresses the need for business valuation professionals to assess risk, specifically in the area of businesses relying on remote workers and cloud-based technologies, when valuing businesses. Other articles […]