In this episode, host Greg Saunders is joined by a diverse panel of guests for a candid discussion on business valuation practices and regional nuances. The panel explores key topics including:

• Tax effecting PTEs post-TCJA
• Using the guideline transaction method effectively
• Managing timing mismatches in real estate appraisals
• Aligning valuation and transfer dates
• Differentiating personal vs. enterprise goodwill

Whether you're a seasoned valuation professional or an emerging professional, this episode offers practical insights and real-world perspectives to help navigate common valuation scenarios. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guests:

• Tiffany Mellow, CPA/ABV, Perkins & Co
• David Harkins, CPA/ABV, Mercer Capital
• Jessica Landay ABV, Harper Hofer

Host: Greg Saunders, CPA/ABV, Keiter

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Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to [email protected]

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.

• AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
• AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
• Business Valuation School - Sep 8-12, Raleigh NC, in person only
• Business Valuation School - Dec 1-5, Live online

NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you

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

• Considerations when using the Guideline Company Transaction Method (GCTM)
• How to use MergerShark to improve your market approach | FVS webcast archive
• FVS estate and gift toolkit
• Estate and gift valuation case law - key takeaways | FVS webcast archive
• Working with other appraisers - valuation of FLPs holding real estate

The FVS Valuation Podcast archives

• Personal vs. Enterprise Goodwill: Key Things to Know
• Making a Case for Using the Market Approach for Determining Fair Market Value
• Real Estate in the Valuation of Operating Entities and Holding Companies

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 [email protected]