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Insights & Resources
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Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
The Oklahoma Journal Record’s 2024 Power List of Women in Accounting and Finance recognizes Jennifer Krieger for her contributions.
Featured by the Association of Certified Fraud Examiners, Helga Zauner & Travis Casner share insights on the fraud uncovered as part of the Murdaugh murder trials.
Travis Casner and Helga Zauner highlight the value of implementing robust internal controls to detect and prevent fraud key aspects of the Murdaugh case in Law360
Construction projects involve complex financial transactions, and disputes that can arise from them can be costly and time-consuming.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.