Category: Real Estate

Real Estate

The Role of Forensic Accountants in Real Estate Litigation by Scott Bouchner, CMA, CVA, CFE, CIRA, and Fernando R. Diaz, MBA


Posted on December 11, 2024 by Scott Bouchner

Real estate litigation involving disputes over financial mismanagement, theft and fraud require detailed analysis of financial records using various techniques, tools, and computer software to uncover the facts and assist in a resolution. These reports and the expert testimony of forensic accountants are critical to helping attorneys build their cases. Financial malfeasance and fraud can […]

Pain Points Persist for Qualified Opportunity Zone Investors, Developers by Arthur J. Lieberman


Posted on January 09, 2024 by Art Lieberman

Opportunity Funds are entering their seventh year since being introduced under the Tax Cuts and Jobs Act of 2017. While initial hiccups from slow guidance and COVID are now behind us, new issues, challenges and pain points continue to emerge for investors and sponsors. Tax Benefits of Qualified Opportunity Funds  As a refresher, qualifying investments […]

A Cautionary Tale About Expert Testimony in Damages Calculations by Joel Glick, CPA/CFF, CFE, CGMA


Posted on September 19, 2023 by Joel Glick

A Pennsylvania judge recently vacated a plaintiff’s $25 million damages award based on the plaintiff’s expert failure to provide at trial “a sufficient factual basis” for the numbers he relied on for calculating lost profits. Although the judge in Paramount Financial: Civil Action Communications, et al. v. Broadridge investor: Communications Solutions agreed with the jury’s […]