Don’t Conclude Your Valuation Until You Must
This interview with Serena Morones, CPA, ASA, ABV, CFE, of Morones Analytics (Portland, Ore.), was conducted by Sylvia Golden, Esq., BVR’s legal editor. Morones Analytics specializes in business valuation, damage analysis for litigation, and forensic acco ...
Attorneys Reveal Seven Surprising Views on Expert Depositions
Workshops on expert testimony abound, but too many paint the same picture of what it’s like for an expert to become an actor in a litigated dispute. However, a recent presentation, “Deposition of the Expert Witness,” by the Multnomah Bar Association in Po ...
Career Option: Neutral Financial Professional in Collaborative Divorce Proceedings
Valuators who work on divorce matters but dislike the litigation environment may find that serving as a neutral financial professional represents a very attractive career alternative.
Recent Case Points Up Danger of the Discovery Trap
In a typical valuation engagement for litigation, there can be a slew of written communication between the expert and the client or attorney. Draft reports, emails, letters, and memos can fly fast and free. The trouble is, this material may be discoverabl ...
Daubert Rulings Reflect Courts’ Disparate Views on Gatekeeping Role
As several recent court decisions show, different judges interpret the gatekeeping role, which they assume under Rule 702 and Daubert, very differently. Some courts take a liberal approach while others favor close scrutiny of the expert’s qualifications and proposed opinion.
Avoiding Ethics Violations When Working on Divorce (or Other) Cases
A session at the AAML/BVR National Divorce Conference did a good job explaining how attorneys and financial experts must think about ethical issues that may arise while working on a divorce (or any other) engagement so as to ensure they abide by their profession’s rules of ethics and work together in an effective and efficient way.
2018 Key Business Valuation and Damages Cases
Choices for the most interesting and pivotal court cases of 2018 involving business valuation issues.
2019 Key Valuation and Damages Cases
A discussion of the court cases that have dominated the conversation in 2019 among financial experts by making law or influencing attitudes on key valuation issues.
The Top Valuation and Damages Cases of 2020
Our pick of valuation-related court cases includes state and federal court decisions covering many areas of law that dealt with novel issues of law or, in some way, enhanced our understanding of valuation and damages issues as they arose in a litigation setting.
