Insights

April was a blur. I spent the month moving between depositions and trial testimony on several high-stakes matters, and the days ran together the way they do when the calendar refuses to cooperate. Now that the dust has...

Appointed Chair of NYSSCPA Business Valuation & Litigation Services Committee and to AICPA Forensic and Valuation Services Executive Committee; named to Forbes Best-in-State CPAs 2026. FOR IMMEDIATE RELEASE – NEW...

I had the privilege last month of presenting “How to Value a Law Practice” to the Columbian Lawyers Association of Brooklyn. The reception was generous, the questions sharp, and the room made clear how much interest there...

Honeywell, best known for its thermostats, also produces specialized chemicals used in semiconductor manufacturing. In an alliance, Honeywell supplied the chemicals, and Air Products handled sales and customer relationships....

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...

In divorce proceedings involving a privately owned business, three recurring questions often drive the financial strategy: What is the business actually worth? How does business value intersect with spousal support? Is the...

You’re representing a client in a fraudulent transfer case, and opposing counsel starts throwing around terms like “insolvent” and “liquidity crisis.” Are they talking about the same thing?...

What happens when legacy, loyalty, and litigation collide? For attorneys representing family-owned businesses, the valuation process often uncovers more than just numbers. From off-the-books perks to underpaid relatives,...