Catherine and Nathan, both seasoned CPAs and ABVs, discuss the complexities of subsequent events in business valuation. They explain the definition, implications, and relevance of these events in contexts like estate and gift tax transactions. Their conversation covers how these events can affect or indicate value, the standards and court rulings involved, and the challenges of determining what is known or knowable at the valuation date.
Key Takeaways:
Guests:
Catherine Stoddard, CPA/ABV, Stoddard Consulting PA
Nathan Duke, CPA/ABV, Senior Manager, Forvis Mazars US
Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics
Please share your thoughts about the episode - click here to leave us a review
Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com
RESOURCES FOR FURTHER EXPLORATION
If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.
Disaster relief resource center
Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content
The FVS Valuation Podcast archives
LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:
Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic
Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic
Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic
This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
