Estate planning has become more complicated in the age of social media. I have mixed feelings when I see a deceased friend’s birthday reminder pop up on FaceBook. I’ve been doing some updates to my estate plan and found this recent article from the New...
I am often asked whether a calculation of value engagement would suffice in place of a full valuation engagement. The answer is that it depends on the how the valuation will be used. A valuation engagement provides an opinion or conclusion of value by the analyst. It...
How IRS Scammers convince victims to pay up IRS scam companies have been in the news lately. I’ve been following the recent stories about the arrests in India of IRS scam organizations and wondered how someone could fall for that. This recent article sheds...
Finances come up frequently in my business valuation work although I am not a financial planner. This recent article in the New York Times: 7 Essential Money Questions Sure to Start a Conversation http://nyti.ms/2bFHJm7 caught my eye. Most of my valuation work is...
Circumstance change and, if your shareholder agreement is sitting in a drawer gathering dust, put a note on your to-do list marked “important” to review it. The shareholder agreement (or an operating agreement for an LLC) typically protects the...
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