Knowledge Center
Selected resources from our CPE/CLE presentations and other GYF programs are available for your reference.
Seminars/Webinars
Slides from Selected Online & In-Person Presentations
CPE Presentations
Handout Materials & Slides for Accounting Professionals
CLE Presentations
Handout Materials & Slides for Legal Professionals
Publications
Articles, Reports, Tax Alerts & Other Published Materials
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Specialized Seminar & Webinar Materials
Business Valuation Series
- Estate Planning in the Current Environment (Slides)
- Hot Topics in Valuation: 2023 Edition (slides)
- Attorneys’ Guide to Analyzing Financial Statements from a Valuation Perspective (slides)
- Passing the Torch: Shareholder Transitions (slides)
- ESOPs: Why Aren’t There More? (Slides)
- Business Valuation in Times of Uncertainty (Slides)
- BV Back2Basics: Estate Planning (Slides)
- BV Back2Basics: Valuation Discounts (Slides)
- BV Back2Basics: Cost/Asset Approach (Slides)
- BV Back2Basics: Market Approach (Slides)
- BV Back2Basics: Income Approach (Slides)
Not-for-Profit Series
- Not-for-Profit Organizations: Expense Allocations & Budgeting Best Practices (Slides)
- Not-for-Profit Organizations: Looking at the Top Line – Understanding Contributions vs Exchange Transactions (Slides)
- Not-for-Profit Organizations: Recent Updates & Considerations (Slides)
- Not-for-Profit Organizations: Ask the Experts – Common NFP Issues & Challenges (Slides)
- Not-for-Profit Organizations: Audit Considerations Related to Government Funding Including Single Audits (Slides)
- Not-for-Profit Organizations: Updates & Future Considerations (Slides)
- Not-for-Profit Organizations – Welcome to the Next Normal (Slides)
- Not-for-Profit Organizations – Ask the Expert: Common Issues & Challenges (Slides)
CPE Presentations & Resources for Accounting Professionals
CPE Slides
2022 Program
- 2022 GYF CPE Day – Tax Update (slides)
- 2022 GYF CPE Day – Analyzing Financial Statements from a Valuation Perspective (slides)
- 2022 GYF CPE Day – A&A Update (slides)
- 2022 GYF CPE Day – Aristotle’s Theory of Friendship: A Model for Ethical Relationships (slides)
- 2022 GYF CPE Day – Economic & Financial Market Outlook (slides)
- 2022 GYF CPE Day – Building an ERP Business Case (slides)
- 2022 GYF CPE Day – Tax Potpourri (slides)
- 2022 GYF CPE Day – A&A FAQs (slides)
2021 Program
- 2021 GYF CPE Day – A&A Update (slides)
- 2021 GYF CPE Day – ESOPs in 2021 (slides)
- 2021 GYF CPE Day – RPA in Auditing (slides)
- 2021 GYF CPE Day – Ethics: Taking Your Time (slides)
- 2021 GYF CPE Day – Defined Contribution-Plan Strategies (slides)
- 2021 GYF CPE Day – Pandemic Tax Relief (slides)
- 2021 GYF CPE Day – Update on Tax Legislation (slides)
- 2021 GYF CPE Day – Blockchain & Cryptocurrency (slides)
2020 Program
- 2020 GYF CPE Day – Fraud Prevention (slides)
- 2020 GYF CPE Day – A&A Update (slides)
- 2020 GYF CPE Day – Tax Strategies (slides)
- 2020 GYF CPE Day – Tax Update (slides)
- 2020 GYF CPE Day – PPP Loan Forgiveness (slides)
- 2020 GYF CPE Day – Valuation in Uncertainty (slides)
- 2020 GYF CPE Day – Ethics & AI (slides)
- 2020 GYF CPE Day – ERP Implementation (slides)
CPE Recordings
2022 Program
- 2022 GYF CPE Day – Tax Update (video)
- 2022 GYF CPE Day – Analyzing Financial Statements from a Valuation Perspective (video)
- 2022 GYF CPE Day – A&A Update (video)
- 2022 GYF CPE Day – Aristotle’s Theory of Friendship: A Model for Ethical Relationships (video)
- 2022 GYF CPE Day – Economic & Financial Market Outlook (video)
- 2022 GYF CPE Day – Building an ERP Business Case (video)
- 2022 GYF CPE Day – Tax Potpourri (video)
- 2022 GYF CPE Day – A&A FAQs (video)
2021 Program
- 2021 GYF CPE Day – A&A Update (video)
- 2021 GYF CPE Day – ESOPs in 2021 (video)
- 2021 GYF CPE Day – RPA in Auditing (video)
- 2021 GYF CPE Day – Ethics: Taking Your Time (video)
- 2021 GYF CPE Day – Defined Contribution-Plan Strategies (video)
- 2021 GYF CPE Day – Pandemic Tax Relief (video)
- 2021 GYF CPE Day – Update on Tax Legislation (video)
2020 Program
- 2020 GYF CPE Day – Fraud Prevention (video)
- 2020 GYF CPE Day – A&A Update (video)
- 2020 GYF CPE Day – Tax Saving Strategies (video)
- 2020 GYF CPE Day – Tax Updates (video)
- 2020 GYF CPE Day – PPP Loan Forgiveness (video)
- 2020 GYF CPE Day – Valuation in Uncertainty (video)
- 2020 GYF CPE Day – Ethics & AI (video)
- 2020 GYF CPE Day – ERP Implementation (video)
CLE Presentations & Resources for Legal Professionals
CLE Materials
- CLE-Book Effective Use of Financial Experts
- CLE-Book Std of Value & Market Approach in Controversy
- CLE-Book Shareholder/Equity Owner Oppression
- CLE-Book Valuation After TCJA
- CLE-Book Tax Reform – Understanding the TCJA
- CLE-Book Buy/Sell Agreements
- CLE-Book Business Valuation Process
- CLE-Book Issues in Applying the Income Approach
- CLE-Book International Taxation
- CLE-Book Exit Planning
- CLE-book Non-Cash Compensation
- CLE-Book Law Firm Economics
- CLE-Book Corporate Divorce & Shareholder Disputes
- CLE-Book Planning in a Changing Tax Environment
- CLE-Book Standards and Levels of Value
- CLE-Book Income Approach to Valuation
- CLE-Book Valuing Intangible Assets
- CLE-Book Financial Statement Impact on Value
- CLE-Book Damages & Lost Profits
- CLE-Book Advising Tax Clients for 2013 & Beyond
- CLE-Book Using ESOPs for Exit Planning
- CLE-Book ESOPs & Buy/Sell Agreements
- CLE-Book Business Entity Selection & Structuring Transactions
- CLE-Book Marcellus Shale Issues
- CLE-Book S vs. C Corp Valuation Differences
- CLE-Book Market Approach to Valuation
- CLE-Book Fraud & Forensic Accounting
- CLE-Book FLPs for Estate Planning
- CLE-Book Quantification & Application of Valuation Discounts
- CLE-Book Cost/Asset Approach to Valuation
- CLE-Book Attorney’s Guide to Financial Statements
CLE Slides
- CLE-Slides Effective Use of Financial Experts
- CLE-Slides
- CLE-Slides Std of Value & Market Approach in Controversy
- CLE-Slides Shareholder/Equity Owner Oppression
- CLE-Slides Valuation After the TCJA
- CLE-Slides Tax Reform – Understanding the TCJA
- CLE-Slides Buy/Sell Agreements
- CLE-Slides Business Valuation Process
- CLE-Slides Issues in Applying the Income Approach
- CLE-Slides International Taxation
- CLE-Slides Exit Planning
- CLE-Slides Non-Cash Compensation
- CLE-Slides Law Firm Economics
- CLE-Slides Corporate Divorce & Shareholder Disputes
- CLE-Slides Planning in a Changing Tax Environment
- CLE-Slides Standards and Levels of Value
- CLE-Slides Income Approach to Valuation
- CLE-Slides Valuing Intangible Assets
- CLE-Slides Financial Statement Impact on Value
- CLE-Slides Damages & Lost Profits
- CLE-Slides Advising Tax Clients for 2013 & Beyond
- CLE-Slides Using ESOPs for Exit Planning
- CLE-Slides ESOPs & Buy/Sell Agreements
- CLE-Slides Business Entity Selection & Structuring Transactions
- CLE-Slides Marcellus Shale Issues
- CLE-Slides S vs. C Corp Valuation Differences
- CLE-Slides Market Approach to Valuation
- CLE-Slides Fraud & Forensic Accounting
- CLE-Slides FLPs for Estate Planning
- CLE-Slides Quantification & Application of Valuation Discounts
- CLE-Slides Cost/Asset Approach to Valuation
- CLE-Slides Attorney’s Guide to Financial Statements