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Jun 4, 2025

Business Valuations Must Look to the Future, Not the Past

Historical financial performance is just one piece of the business valuation puzzle. While it provides a starting point, its relevance depends on whether the business is expected to achieve similar results in the future. High interest rates, restricted access to credit, global trade uncertainties, tax policy ambiguity and geopolitical instability have significantly altered the business…

Apr 30, 2025

Should You File a Joint Tax Return For the Year of a Spouse’s Death?

The death of a spouse is a devastating, traumatic experience. If it happens, dealing with taxes and other financial and legal obligations are probably the last things on your mind. Unfortunately, many of these obligations can’t wait and must be addressed in the months to follow. One important issue for the surviving spouse to consider…

Apr 23, 2025

What Is the Correct Standard of Value in Divorce?

In some jurisdictions, investment value — rather than fair market value — has emerged as the preferred standard of value in some divorce cases. This trend is important to monitor to ensure your valuation expert estimates the correct standard of value. If not, a court may disregard his or her conclusion. Investment Value Definition Fair market value,…

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Recent Posts

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