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

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. 

• 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 <a href="https://www.aicpa-cima.com/resources/downlo