Category Archives: Valuation & Litigation Services

Update on the Fate of Private Company Valuation Discounts

Posted on Thursday, October 19, 2017 by

We have waited in limbo for the past year to learn the fate of these proposed changes to the tax code. Just over a week ago, the estate and gift tax planning world finally received some closure.

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Youth Athletics – It’s Easy for Fraudsters to Score!

Posted on Wednesday, October 18, 2017 by

Many of us, at some point, have been involved in the management of some type of youth athletic organization. This month a story broke about a Northeast Ohio lacrosse league that fell victim to at least a $90,000 theft, allegedly committed by the league president over a four-year period.

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Equifax Data Breach – Are You Affected, and if So, What Should You Do?

Posted on Wednesday, September 27, 2017 by

Equifax is one the of the three major credit reporting bureaus in the U.S. and because of the “quality” of personal data that has been accessed and stolen, this breach is huge.

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Massive Equifax Cyberbreach – What We Know…and What You Need to Know

Posted on Friday, September 8, 2017 by

Concerned about the Equifax security breach? We’ve got you covered. Here’s what you need to know.

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Sean Saari Discusses Separate Property Asset Tracing in Divorce in Cleveland Metropolitan Bar Journal Article

Posted on Monday, August 21, 2017 by

Sean Saari, CPA / ABV / CVA / MBA, authored a feature article in the July/August 2017 edition of the Cleveland Metropolitan Bar Journal.

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“I’ll Charge It!” – Preventing Business Credit Card Abuse

Posted on Tuesday, August 15, 2017 by

Corporate credit cards are a reality in nearly every business. That being said, having adequate internal controls are key to preventing credit card abuse.

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Frequently Asked Questions About Fraud Prevention

Posted on Tuesday, May 23, 2017 by

Looking to prevent fraud in your organization? Here are some of the most commonly asked questions when it comes to protecting your company’s money.

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3 Strategies to Maximize the Value of Your Privately Held Company (Part 1 of 3)

Posted on Friday, March 31, 2017 by

Do you have a direct ownership interest in a privately held company? Or did your company grant you stock options, stock appreciation rights, or another kind of stock-based compensation? If so, do you know what your business interest is worth?

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How to Prevent Theft of Cash from Smaller Nonprofit Organizations

Posted on Thursday, March 30, 2017 by

It’s no secret that many fraudsters steal cash from smaller nonprofit organizations because cash is more difficult to trace than stealing through any of the disbursement schemes. So what can you do to help prevent this?

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