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Category: Forensic Accounting

June 19, 2020

CBM Manager Jordan Egert Graduates from GWSCPA Margaret DeBoe Leadership Program

Jordan Egert, CPA, CFE, CDFA®, manager of litigation support and forensic services at Councilor, Buchanan & Mitchell (CBM), graduated  from the Margaret DeBoe Leadership Program during a virtual recognition program on Thursday, June 4. The program, administered by the Greater Washington Society of CPAs, delivers an in-depth educational program for an annual cohort of rising accounting firm leaders to develop their communication, management, leadership and business development skills as a complement to their technical skills. Since 2016, GWSCPA has hosted… Read more ›

June 12, 2018

You’re Getting Divorced – Are Your Assets Accounted For?

Two unions are formed when becoming wed: 1. Personal 2. Financial Over my years in the forensic accounting field I have, unfortunately, witnessed many divorce proceedings primarily focus on the personal union with mere basic attention to the financial union (i.e. filing a financial affidavit, assets and liability schedules, and compute alimony and child support guidelines). This can cause insurmountable determents to the parties involved! The financial union of individuals must be looked at as a business. Are all the… Read more ›

June 8, 2018

How Much House is Really Yours? Non‐Marital and Marital Home Equity in Divorce

Concerns over equity have historically been discussed in divorce proceedings ‐ but often from a high‐level view with reliance on loosely assembled information. While practical in decades past, I am witnessing a shift and demand for tighter, supplemental micro‐level analysis as home values and equity continue to sharply rise. Determining equity claims was once easy; twenty percent down, eighty percent financing and a house was paid off in thirty years. Armed with an original HUD closing statement, professionals could sort… Read more ›

June 6, 2018

Your Best Financial Resource in Divorce – The Forensic Expert Behind the Scenes

Your team is in the courtroom. The judge asks how your values and assumptions were determined. Your team responds with a loose explanation, little back up support, and notes your information came solely from your client’s testimony. The judge asks the same question to opposing council. “We relied on certified financial experts. Please see reports ABC, line items DEF, and exhibit XYZ. Information has been obtained and validated from third party sources and noted on the supplied index. The expert’s… Read more ›