March 2004

Other Dimensions of Forensic Accounting

When PriceWaterhouseCoopers published The Auditor's Guide To Forensic Accounting Investigations, it became apparent that the corporate accounting scandals of 2001- 2003 had indelibly linked fraud investigations with foresnic accounting. But the truth is that foresnic accounting goes well beyond fraud detection. As a result, I was hired to help write…

David R. Evanson In Insights

Gifts and Inheritances: Where Death and Taxes Finally Meet

This article explores some of the basic concepts concerning how to determine the basis of assets you inherit or receive as a gift. This is a companion to an earlier article which explored basic tenants of determining cost basis.

David R. Evanson In Insights

Cost Basis: The Foundation of Performance

This monograph is a short primer on on determining the most fundamental of investment concepts -- determining cost basis.

David R. Evanson In Insights

Expert’s Corner – Firing Clients

Is there any way to "fire" a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.

David R. Evanson In Insights

Experts Corner – Accessing and Using Information in the Public Domain

What kind of information is floating around in the public domain, and how can you access it?

David R. Evanson In Insights

Hey You Men, Listen Up . . .

Insight and color on why female financial planners are, by one important measure, much more successful than their male conterparts.

David R. Evanson In Insights

No Man Is An Island

This article describes how so-called study groups -- the aggregation of several financial planning firms into a group that relies upon and networks with each other -- can give a small firm the power of a large one.

David R. Evanson In Insights

Changing Landscape of State Estate Taxes

The rise in the federal limits for estate tax exemption from the 2001 Economic Growth and Tax Relief Reconciliation Act (EGTRRA) have hit many states where it hruts the most: in the pocketbook. Many are fighting back with by "de coupling" with federal es

David R. Evanson In Insights

The Problem with SBA Loans

The SBA's cornerstone program, the so-called 7(a) Loan Guarantee has helped thousands of businesses. But you should think twice before applying. Extracting help from the public sector can extract a real toll on your deal.

David R. Evanson In Insights

An Affinity for Selling

This article was written for financial services sales professionals affiliated with Interbay Funding. It explores some of the basic tenants of affinity selling, why it makes sense and the value it brings to the sales equation.

Other Dimensions of Forensic Accounting

Gifts and Inheritances: Where Death and Taxes Finally Meet

Cost Basis: The Foundation of Performance

Expert’s Corner – Firing Clients

Experts Corner – Accessing and Using Information in the Public Domain

Hey You Men, Listen Up . . .

No Man Is An Island

Changing Landscape of State Estate Taxes

The Problem with SBA Loans

An Affinity for Selling

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