
The FVS Valuation podcast is a monthly show brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants. We celebrated our 100th episode in October 2024 and our archives include captivating conversations with subject-matter experts, and progressive ideas from thought leaders. The show notes for each episode will contain additional resources to as... more
| Publishes | Twice monthly | Episodes | 124 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusiness | |||

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.
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In this episode, host Greg Saunders is joined by a diverse panel of guests for a candid discussion on business valuation practices and regional nuances. The panel explores key topics including:
• Tax effecting PTEs post-TCJA
• Using the guideline... more
Josh Shilts interviews estate and tax attorney, Bo Trudeau, about formula transfer clauses for estate and gift tax planning. They discuss how these clauses can help reduce tax risk for transfers of hard-to-value assets, review key cases such as Wandr... more
In today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current ... more
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Apple Podcasts | #165 |
Recent interactions between the hosts and their guests.
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Content centers around valuation practices, legal standards in shareholder disputes, and the development of forensic services. Episodes often include deep discussions with industry experts on pressing topics such as business valuation, forensic accounting, equity compensation, and current macroeconomic trends affecting valuation methods. Often noted is a strong emphasis on ethical frameworks, legal precedents, and resource-sharing among professionals engaged in valuation, forensics, and litigation services. Remarkably, the series frequently highlights the contributions of women in the field, celebrating their insights and advocating for greater representation in business valuation.
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4. Up First from NPR
5. Planet Money
The FVS Valuation Podcast launched 5 years ago and published 124 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The FVS Valuation Podcast include:
1. Hubert Klein
2. Tade Akinkugbe
3. Oksana Westerbeke
4. Jared Hannon
5. Tiffany Mellow
6. Cathy Johnson
7. Bethany Hearn
8. Cristina Chen-Oster
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