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In nearly all business valuations the appraisal report holds a special place: the only tangible product of a thorough, delicate, and nuanced process it acts as a guide to the appraiser's work process, skill, and judgement. For the purposes of the financial expert witness, however, this singular importance is enhanced by the report's function as evidence – and sometimes testimony.
On January 10 BVR welcomes experts Michael Crain and Jim Alerding for "What Should I Say? Reports & Reporting Standards in Litigation," part 6 of BVR's Online Symposium on Litigation & Economic Damages. Join Crain and Alerding as they discuss how professional standards, jurisdictional rules, and appraisal experience can dictate the appraisal report in litigation and what every appraiser should know when preparing a report for trial.
Program Agenda
Introduction and agenda
Professional standards for CPAs
AICPA SSCS No. 1
AICPA SSVS No. 1 litigation exemption from reporting guidelines
Judicial guidelines for disclosing expert opinions
Federal jurisdictions - FRCP 26
State jurisdictions - state specific, may be similar to FRCP 26
Practical considerations for expert reports
General contents of an expert report
The cost-benefit consideration
How much is enough for users of an expert report?
Facts and circumstances versus the general
Specific kinds of reporting
Reporting lost profits damages
Reporting fraud investigations
Divorce
Sample reports
Summary and take-aways
Learning Objectives
Understand the standards and guidelines for expert reports and how these set expectations for experts, attorneys, and the courts
Learn the best ways to ensure compliance with these standards
Clarify what needs to be in an expert report - and what to avoid
Learn how reporting differs between jurisdictions and courts
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