Education

Continuing Legal Education & Continuing Professional Education Presentations Explain Our Processes

NACVA's 2019 Annual Consultants'​ Conference in Salt Lake City

The Good, The Bad and the Unusual - A Workshop on Complex Forensic Accounting Applications

Click Here to See a PDF of the Presentation

Robert Vance was a Featured Speaker at The National Association of Certified Valuators and Analysts (NACVA) 2019 Annual Consultants' Conference held in Salt Lake City, UT June 6-8, 2019. Robert's two hour session was entitled "The Good, The Bad and the Unusual - A Workshop on Complex Forensic Accounting Applications."  The workshop explored unusual and complex forensic accounting and business valuation cases in the domestic law area and the problem resolutions employed including testimony given and issues encountered before and at trial.

Topics included an in-depth analysis of the 2019 Tennessee Appellate divorce cases, Lucchesi and Tarver, wherein Robert was the forensic expert witness and the importance of having thorough and detailed analysis and testimony at trial was solidified. Vance explained methods used at trial in Lucchesi including valuing a business at date of marriage 20 years in the past, whether or not to use a Calculation Engagement report at trial and the ramifications of a party not disclosing $950,000 of marital assets found by the forensic expert. Another important ruling of the Appellate Court in Lucchesi that Robert detailed included the allowance of using the original cost of an investment asset and/or the county property assessor's appraisal value of real estate when the opposing party does not counter with proof. In Tarver, Vance illustrated proving ownership of real property as marital and not separate and the husband's true income for support purposes complicated by a complicate company owner (his father).

Other areas covered included various complex issues involving valuing executive compensation packages for public company executives and proving true income for support purposes by exposing and documenting personal expenses paid by the owner's closely-held corporation.

NACVA's 2019 Annual Consultants'​ Conference in Salt Lake City

The Good, The Bad and the Unusual - A Workshop on Complex Forensic Accounting Applications

2018 Spring Tennessee Judicial Conference

2018 Spring Tennessee Judicial Conference, March 7, 2018, Montgomery Bell State Park

The Essentials of Business Valuation  For Tennessee Judges (Why are the Experts so Far Apart?)

Approximately 60 judges and chancellors from across the state of Tennessee were in attendance at Robert's session.

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Why Are Opposing Expert Values Different?

1) Normalizing Expense Adjustments
2) Weighting of Economic Income Streams
3) Weighting of Values in the Conclusion
4) Capitalization Rates/Multipliers
5) Discounts for Lack of Control & Marketability
6) Interpretations of the Law
7) Different Approaches/Methods
8) Different Time Periods
9) Information Availability to Each Side
10) Not Considering Actual Arm’s-Length Transactions in the Subject Company Stock
11) Reliance on Bad Market Approach Multiples

2017 Southeastern Forensic & Valuation Services Conference October 25, 2017

Tennessee Cases You Need to Know in Divorce Business Valuation

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Presenting at the 2015 NACVA Conference in New Orleans >>>

A Hands-On Workshop for Starting and Completing A Personal Injury Economic Damages Analysis 

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A few presentations made for CPA and attorney continuing education classes that explain some of our procedures and processes.

The material contained in these presentations is for your information only and is not to be reproduced or reused without our express written consent. The content will not apply in all situations or in all jurisdictions.

All of this material is our proprietary product, so please ask permission before reusing any of the content. Thank you.

So You Want to Be a Forensic CPA?

Marital Balance Sheet & Alimony Analysis-Breakin Up is Hard to Do

Navigating Complex Asset Cases in Divorce with Practical Forensic Accounting Solutions

Business Valuation in a Tennessee Divorce: A Case Study Using a Professional Practice (Personal &. Enterprise Goodwill Allocation)

What is Forensic Accounting and Will it Help My Case?

Analyzing Wrongful Death Economic Damages

Mock Deposition for a Business Valuation Engagement

Business Valuation–Dissecting Closely Held Entities

<<< Robert and Miles Mason Speaking to the TSCPA in 2013