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  • Why policy language is critical in business interruption claims

    November / December 2022
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: When a business seeks to recover damages under a business interruption policy, the language of the policy is critical. This article summarizes a case where the policyholder’s failure to understand key terms caused the court to side with the insurance company. A sidebar highlights ways that financial experts can help businesses file business interruption claims. TransWorld Food Service, LLC v. Nationwide Mutual Insurance Company, No. 1:19-cv-03772-SDG, U.S. District Court, N.D. Ga., March 28, 2022.

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  • Why policy language is critical in business interruption claims

    November / December 2022
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: When a business seeks to recover damages under a business interruption policy, the language of the policy is critical. This article summarizes a case where the policyholder’s failure to understand key terms caused the court to side with the insurance company. A sidebar highlights ways that financial experts can help businesses file business interruption claims. TransWorld Food Service, LLC v. Nationwide Mutual Insurance Company, No. 1:19-cv-03772-SDG, U.S. District Court, N.D. Ga., March 28, 2022.

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  • 3 reasons to use valuation pros in estate planning

    November / December 2019
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: Some business owners design their estate plans without consulting a business valuation professional. But do-it-yourself valuations can be risky. This article explains how credentialed valuation experts help business owners plan for the future. A sidebar highlights the importance of taking advantage of the expanded federal gift and estate tax exemption before it expires.

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  • 3 reasons to use valuation pros in estate planning

    November / December 2019
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: Some business owners design their estate plans without consulting a business valuation professional. But do-it-yourself valuations can be risky. This article explains how credentialed valuation experts help business owners plan for the future. A sidebar highlights the importance of taking advantage of the expanded federal gift and estate tax exemption before it expires.

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  • Spotlight on securities fraud – Consumer debt portfolios allegedly used in recent Ponzi scheme

    September / October 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: It’s been more than a decade since Bernie Madoff made headlines for his massive Ponzi scheme. That case taught a valuable lesson: If an investment seems too good to be true, it probably is. Unfortunately, some investors are still being duped by slick con artists who promise quick and easy returns. This article highlights another recent securities fraud indictment last fall and explains how these frauds work. A sidebar discusses ways a forensic accounting expert can help identify the signs of securities fraud scams.

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  • Environmental sustainability – How you can run a “greener” dealership

    Winter 2017
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: Many dealerships are looking for ways to operate their business in a more Earth-friendly way. And dealerships may enjoy a host of benefits by operating “greener.” This article discusses the benefits, including manufacturer initiatives, reduced expenses and an improved image in the community. A sidebar reports on the Business Energy Investment Tax Credit, which provides up to a 30% federal tax credit for the installation of commercial solar systems.

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  • Not as simple as A, B, C – Put ample effort into your board meeting minutes

    August / September 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: Board meetings are the most crucial activity of a board of directors. And minutes of those meetings are among the most important documents an organization will ever produce. But it’s important that a nonprofit ask if it’s doing all it should in preparing its minutes — and if it’s done in a way that will protect the nonprofit against future problems. This article describes some general best practices to consider when drafting the minutes, while a sidebar discusses how to make the minutes reader friendly.

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  • Drilling for damages – Court finds a sweet spot with reasonable royalty rate

    Summer 2014
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: Damages in trade secret cases can take a variety of forms, but in some cases experts find it necessary to adopt a damages concept common in patent law. This article discusses a trade secret misappropriation case in which the court upheld a plaintiff’s expert’s approach to valuing damages borrowed from patent infringement cases that suppose that a license was granted at the time of the misappropriation. However, as a sidebar explains, the court rejected disgorgement damages. Southwestern Energy Production Co. v. Berry-Helfand (Texas App. 2013)

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  • Virtual reality — Determining the value of intellectual property

    July / August 2012
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: In an ever more virtual world, business owners increasingly depend on intellectual property (IP) to generate value for their companies. But determining the value of IP can be challenging. In addition to obtaining guidance from professional appraisal organizations, appraisers use several methods to determine what these intangible assets are really worth. This article explains the methods they use in valuing IP and the approaches they take to value patents, copyrights and trademarks.

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  • D&O insurance – Is your company’s policy up to snuff?

    February / March 2010
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 817

    Abstract: In the current economic environment, disgruntled shareholders, investors and other interested parties commonly file lawsuits or claims against a public company’s directors and officers — exposing their personal assets to significant risk. Even innocent parties can be overwhelmed by the cost of mounting a defense. Directors and officers (D&O) insurance can provide a vital safety net — if it offers appropriate coverage. This article contains a checklist of items to look for in a D&O policy, while a sidebar discusses the three types of coverage in a single policy.

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