Insights

Due to the One Big Beautiful Bill (OBBB), beginning January 1, 2026, the lifetime exemption amounts for gift and estate taxes increase to $15 million per person. For married couples, that effectively means $30 million can be...

I have been asked to speak at the 2025 AICPA Annual Business Valuation and Forensic Accounting Conference about preparing business valuation rebuttal reports. The audience will undoubtedly be primarily comprised of fellow...

Information presented on a company’s financial statements may not always be meaningful from a valuation perspective – even if it follows Generally Accepted Accounting Principles (GAAP). Whether financial information is...