Resources

The material contained in these articles and downloads 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. The Cases Citing Vance are a few of the 40+ appellate cases in which he testified in the trial as an expert.

Personal Injury/Wrongful Death Economic Damage Note Card Series

December 5, 2012 | Article by Vance

Our Note Card Series featuring the 5 Essential Elements to calculating economic damages in a wrongful death and personal injury case.

Eberting v. Eberting - 2012 - Enterprise Goodwill Allowed in Orthodontic Practice

February 27, 2012 | Case Citing Vance

Tennessee Court of Appeals Eastern Section - Filed February 27, 2012; Robert Vance testified as the expert witness in this case in Knoxville, TN. Vance valued the orthodontic practice at $700,000 using a combination of the Market Transaction Method with data from the Goodwill Registry and the Capitalization of Net Cash Flow Method.

Roach v. Dixie Gas Company et al. - 2011 - Vance Gives Opinion of Zero Damages

November 14, 2011 | Case Citing Vance

Tennessee Court of Appeals Western Section – Filed November 14, 2011; “Finally to rebut the economic conclusions of the Plaintiffs’ economist, Dr. Bates, the Defendants proffered the testimony of William Robert Vance (‘Mr. Vance’), a forensic accountant and business evaluation analyst.

Excerpts from The Forensic Accounting Deskbook by Miles Mason

January 1, 2011 | Article by Vance

Pages from the Deskbook that were produced by Robert Vance. Marital Balance Sheet and proposed division; Wife's Need and Husband's Ability to Pay Alimony; various investment, retirement and expense analyses.

Retirement & Savings Asset Quick List

January 1, 2010 | Article by Vance

A chart listing the most common retirement and savings assets encountered along with a few basic characteristics such as: Who Contributes? Cash or Investment Balance Available? Evident on a W-2?

A Little Humor - Handwritten Marital Dissolution Agreement from TX

January 1, 2010 | Things We Find Humorous

I don't know if this is real, but it sure is funny.

Lofton v. Lofton - 2008 - "Oddities" in the Accounting Practices

December 30, 2008 | Case Citing Vance

Tennessee Court of Appeals Western Section – Filed December 30, 2008; At the February 2005 hearing, Ms. Lofton’s expert William Vance, a forensic CPA, indicated that Mr. Lofton might be using his association with his daughter, Ms. Lofton-Welles to hide business assets.

Powell v. Powell - 2003 - Owner Held to Values in Personal Financial Statements & Rev Ruling 59-60 Does Not Have to be Strictly Followed

April 7, 2003 | Case Citing Vance

Tennessee Court of Appeals Western Section - Filed April 7, 2003; Fair Market Value Standard as in IRS Rev. Rul. 59-60 does not have to be strictly followed when valuing a business in a divorce. Business owners can be held to values declared by them in personal financial statements submitted to banks. Credentials and experience of business valuation analysts are critical.

Surely You Jest While I Vest: Pension Valuation In A Tennessee Divorce

February 1, 2003 | Article by Vance

As Published in Memphis Lawyer, January/February 2003 | The Magazine of the Memphis Bar Association