News and commentary from our valuation, litigation support and forensic accounting experts.

Valuation

“For What It’s Worth”: What is my Business Worth?

Private business owners are truly unique. They and their families have spent their lives, perhaps over generations, building their businesses. And while many are small, they have a major impact on...

Valuation

Robert J. Zahner named Principal-in-Charge of HBK Valuation, Litigation & Forensics

HBK CPAs & Consultants is pleased to announce that Robert J. Zahner, CPA/ABV, ASA, CVA, has been name Principal-in-Charge of the HBK Valuation, Litigation & Forensics.

News

“Cause I’m the Taxman”: A Qualified Appraisal or Hefty Tax Bill?

Businesses of all sizes can, and should, be appraised regularly. “Qualified appraisals,” as defined under the Internal Revenue Code (IRC), are commonly sought by higher-income taxpayers and estates and attached to...

News

“Sundown, You Better Take Care”: Looming Estate Tax Law Changes You Need to Know About

Gifting an interest in privately held businesses or family limited partnerships is a frequently employed estate planning tool. Transferring private interests in a tax-efficient manner while reducing potential future tax exposure...

Valuation

The Most Common Source of Occupational Fraud is Employee Theft

The most common source of occupational fraud is employee theft. This type of fraud, where employees misuse company resources for personal benefit, is alarmingly prevalent. In this article, we explore the...

Valuation

HBK Valuation Group Welcomes Atticus Frank to Florida Team

Perspectives

Beware of Fraudulent Tax Return Preparers

Rodney C. Smith will serve up to 41 months in prison followed by one year of supervised release for his willful preparation of false tax returns through his tax preparation business.

Litigation Support

Best Practices for Best Use of a Financial Expert

Financial experts can play a critical role in litigation, whether it involves commercial or civil damages, divorce, estate, or a criminal trial. In addition, they can provide objective information and insight...

Perspectives

Beware of the Grinch Out to Steal Your Gift Card Balance

Valuation

Specialty Valuation: Cannabis, Dealerships, and Fraud/Forensics

Valuation

Valuation of Retirement Assets and Executive Compensation
Purchasing Cannabis

Valuation

Unique Considerations Challenge Cannabis Business Valuations

The cannabis industry currently looks a lot like a combination of the1940s advent of gambling in Las Vegas and the repeal of prohibition in the 1933. The status of the industry...
Colorized Marijuana Plant Buds Growing Under Warehouse Lights

Valuation

Alternative Approaches to Valuing Cannabis Businesses

As of September 30, 2020, cannabis has been legalized for medical applications in 33 states and for adult use in 11 states and the District of Columbia. United States cannabis sales...

Awards

HBK Valuation Group’s Zahner Named a 2020 NACVA “40 Under 40” Honoree

Valuation

Valuing Your Business in the Wake of COVID-19: Key Considerations
senior owner watering plants at restaurant

Valuation

Depressed Business Valuations: An Opportune Time for Estate and Exit Planning
Medicine bottles

Perspectives

Pandemic Spurs Fraudulent Activities

During a crisis like COVID-19, fraudsters move quickly to develop new schemes to take advantage of consumers through misinformation and scare tactics.

Valuation

The Landscape Is Changing for Business Owners Looking to Exit

Like most things, the buying and selling of businesses has taken a pause as the nation works its way through the COVD-19 crisis...

Valuation

Kress v. U.S. — A Win for Taxpayers and Validation for Valuators

The topic of tax-affecting subchapter S corporations has fueled a heated debate between the IRS and valuation professionals for many years. The IRS position has been that, because S Corporations pay...

Valuation

Cothran Named HBKVG Director in West Palm Beach

Christopher G. Cothran, CPA, CVA, CGMA, has joined HBK Valuation Group LLC (HBKVG) as a Director in the firm’s West Palm Beach, Florida office. HBKVG is an affiliate of HBK CPAs...

Valuation

IRS Denial of Certain Cannabis-Based Tax Deductions is Confirmed

In a United States Tax Court case1 decided November 29, 2018, the court reaffirmed the Internal Revenue Service’s disallowance of certain deductions...

Litigation Support

Top Five Mistakes People Make When Going Through a Divorce

We’ve all heard the saying that on their deathbeds, people never regret not having worked more. Nor is it likely that any dying wish would involve...

Valuation

HBK CPAs & Consultants Among Fastest-Growing Great Lakes Firms

HBK CPAs & Consultants (HBK) is one of the fastest growing CPA firms in the country according to the 2018 Inside Public Accounting (IPA) magazine poll...

Valuation

Taxation Related to Cannabis Industry is Complicated

During his campaign, New Jersey Gov. Phil Murphy (D) made his intentions to fast track the expansion of New Jersey's medical marijuana program clear...

Valuation

IRS Issues Updated 2018 Withholding Tables

In the wake of passage of the Tax Cuts and Jobs Act (TCJA) late last year, the IRS has taken one of the first critical steps to institute the law’s overhaul...

Valuation

Brabender Mascetta Pattison to Merge with HBK CPAs & Consultants

HBK CPAs & Consultants (HBK) announced today the signing of a conclusive merger agreement under which the appraisal firm Brabender Mascetta Pattison...

Valuation

A Brief Update on the IRS Proposed Regulations to Eliminate Gift and Estate Planning Discounts

In August 2016, the IRS has released proposed regulations that would drastically reduce the tax advantages of certain estate planning strategies...

Valuation

External Factors in a Business Valuation

Do you know what your business is worth right now? Practically speaking, it is worth what the highest bidder is willing to pay for it -- no more or...

Valuation

Why Breadth in Valuation Service Capabilities Matters to Equity Investors and Start-Ups

Valuation

How to Maximize Value When Exiting a Private Business

Can you believe that the oldest Baby Boomers (who were born in 1946) will turn 70 this year? Although a lot of younger Boomers continue to be...

Valuation

Many Financing Options Exist for Contractors Who Know Where to Look

Relying on credit to cover lean times during projects or payment delays shouldn't be a habit. However, for many construction companies...

Valuation

“For What It’s Worth”: What is my Business Worth?

Private business owners are truly unique. They and their families have spent their lives, perhaps over generations, building their businesses. And while many are small, they have a major impact on...

Valuation

Robert J. Zahner named Principal-in-Charge of HBK Valuation, Litigation & Forensics

HBK CPAs & Consultants is pleased to announce that Robert J. Zahner, CPA/ABV, ASA, CVA, has been name Principal-in-Charge of the HBK Valuation, Litigation & Forensics.

Valuation

The Most Common Source of Occupational Fraud is Employee Theft

The most common source of occupational fraud is employee theft. This type of fraud, where employees misuse company resources for personal benefit, is alarmingly prevalent. In this article, we explore the...

Valuation

HBK Valuation Group Welcomes Atticus Frank to Florida Team

Valuation

Specialty Valuation: Cannabis, Dealerships, and Fraud/Forensics

Valuation

Valuation of Retirement Assets and Executive Compensation
Purchasing Cannabis

Valuation

Unique Considerations Challenge Cannabis Business Valuations

The cannabis industry currently looks a lot like a combination of the1940s advent of gambling in Las Vegas and the repeal of prohibition in the 1933. The status of the industry...
Colorized Marijuana Plant Buds Growing Under Warehouse Lights

Valuation

Alternative Approaches to Valuing Cannabis Businesses

As of September 30, 2020, cannabis has been legalized for medical applications in 33 states and for adult use in 11 states and the District of Columbia. United States cannabis sales...

Valuation

Valuing Your Business in the Wake of COVID-19: Key Considerations
senior owner watering plants at restaurant

Valuation

Depressed Business Valuations: An Opportune Time for Estate and Exit Planning

Valuation

The Landscape Is Changing for Business Owners Looking to Exit

Like most things, the buying and selling of businesses has taken a pause as the nation works its way through the COVD-19 crisis...

Valuation

Kress v. U.S. — A Win for Taxpayers and Validation for Valuators

The topic of tax-affecting subchapter S corporations has fueled a heated debate between the IRS and valuation professionals for many years. The IRS position has been that, because S Corporations pay...

Valuation

Cothran Named HBKVG Director in West Palm Beach

Christopher G. Cothran, CPA, CVA, CGMA, has joined HBK Valuation Group LLC (HBKVG) as a Director in the firm’s West Palm Beach, Florida office. HBKVG is an affiliate of HBK CPAs...

Valuation

IRS Denial of Certain Cannabis-Based Tax Deductions is Confirmed

In a United States Tax Court case1 decided November 29, 2018, the court reaffirmed the Internal Revenue Service’s disallowance of certain deductions...

Valuation

HBK CPAs & Consultants Among Fastest-Growing Great Lakes Firms

HBK CPAs & Consultants (HBK) is one of the fastest growing CPA firms in the country according to the 2018 Inside Public Accounting (IPA) magazine poll...

Valuation

Taxation Related to Cannabis Industry is Complicated

During his campaign, New Jersey Gov. Phil Murphy (D) made his intentions to fast track the expansion of New Jersey's medical marijuana program clear...

Valuation

IRS Issues Updated 2018 Withholding Tables

In the wake of passage of the Tax Cuts and Jobs Act (TCJA) late last year, the IRS has taken one of the first critical steps to institute the law’s overhaul...

Valuation

Brabender Mascetta Pattison to Merge with HBK CPAs & Consultants

HBK CPAs & Consultants (HBK) announced today the signing of a conclusive merger agreement under which the appraisal firm Brabender Mascetta Pattison...

Valuation

A Brief Update on the IRS Proposed Regulations to Eliminate Gift and Estate Planning Discounts

In August 2016, the IRS has released proposed regulations that would drastically reduce the tax advantages of certain estate planning strategies...

Valuation

External Factors in a Business Valuation

Do you know what your business is worth right now? Practically speaking, it is worth what the highest bidder is willing to pay for it -- no more or...

Valuation

Why Breadth in Valuation Service Capabilities Matters to Equity Investors and Start-Ups

Valuation

How to Maximize Value When Exiting a Private Business

Can you believe that the oldest Baby Boomers (who were born in 1946) will turn 70 this year? Although a lot of younger Boomers continue to be...

Valuation

Many Financing Options Exist for Contractors Who Know Where to Look

Relying on credit to cover lean times during projects or payment delays shouldn't be a habit. However, for many construction companies...