Insights is published on a quarterly basis, with periodic special interest issues. It is distributed to the friends and clients of Willamette Management Associates. Insights provides a forum for the scholarly examination of the contemporary and complex issues in the areas of business valuation, forensic analysis, and financial advisory services. Each Insights issue focuses on a specific topic or theme, such as discussions related to transactions, taxation, financing, bankruptcy, litigation, and strategic planning.

Each Insights issue includes regular features and columns and six to ten feature articles. Related to that issue's topical focus, the feature articles provide practical procedural guidance, conceptual development frameworks, or reviews of relevant regulatory authority and judicial precedent. In the typical Insights issue, about half of the feature articles are authored by Willamette Management Associates professionals and about half of the feature articles are authored by prominent lawyers, accountants, financial planners, and other professionals not associated with our firm.

If you are interested in submitting an article for publication in Insights, please contact the editor, Charlene Blalock, at cmblalock@willamette.com.


Winner of the APEX Award of Excellence from 2012 to 2020
apex award

Editor for This Issue: Nathan P. Novak
Editor
(click here for Nathan P. Novak's bio)

Spring 2021

Thought Leadership in Fair Value Measurements

  • Private Company Council Recent Developments Thought Leadership
  • Intangible Asset Valuation Best Practices Thought Leadership
  • ASC Topic 805, Business Combinations, Thought Leadership
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Editor for This Issue: Michael L. Binz
Editor
(click here for Michael L. Binz's bio)

Winter 2021

Thought Leadership in Estate and Gift Transfer Tax Valuation Matters

  • Gift and Estate Tax Planning Thought Leadership
  • Transfer Tax and Income Tax Thought Leadership
  • Trust and Estate Thought Leadership
  • Income Tax Thought Leadership
  • Gift and Estate Tax Controversy Thought Leadership
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Editors for This Issue: Timothy J. Meinhart
and Kevin M. Zanni

Autumn 2020

Thought Leadership in Transaction-Related Board Advisory Services

  • Transaction Planning Thought Leadership
  • Transaction Best Practices Thought Leadership
  • Transaction Litigation Thought Leadership
  • Estate Tax Planning Thought Leadership
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Editor for This Issue: John Ramirez
Editor
(click here for John's bio)

Summer2020

Thought Leadership in Property Tax Planning, Compliance, and Appeals

  • Property Tax Planning Thought Leadership
  • Property Tax Compliance Thought Leadership
  • EProperty Tax Thought Leadership
  • Income Tax Thought Leadership
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Editors for This Issue: Kyle J. Wishing
and Scott R. Miller

Spring 2020

Thought Leadership in Employee Stock Ownership Plan Employer Stock Valuations

  • ESOP Installation Thought Leadership
  • ESOP Administrative and Valuation Thought Leadership
  • ERISA Litigation Thought Leadership
  • Sponsor Company Sale Transaction Thought Leadership
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Editors for This Issue: Nathan P. Novak
and Jeffrey A. Jensen, CPA

Winter 2020

Thought Leadership in Valuation for Bankruptcy Purposes

  • Fraudulent Transfer and Solvency Analyses
  • Best Practices Thought Leadership
  • Domestic and International Bankruptcy Thought Leadership
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Editor for this issue:
F. Dean Driskell III, CPA

Editor
(click here for Dean's bio)

Autumn 2019

Thought Leadership in Forensic Accounting, Special Investigations, and Economic Damages

  • Litigation and Forensic Analysis Thought Leadership
  • ESOP Litigation Thought Leadership
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Editor for this issue:
Weston C. Kirk

Editor
(click here for Weston Kirk's bio)

Summer 2019

Thought Leadership in Valuations for Estate and Gift Tax Planning, Compliance, and Controversies

  • Business Leadership Case Study
  • Estate and Gift Tax Planning Thought Leadership
  • Estate and Gift Tax Controversy Thought Leadership
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Editor for this issue:
Kevin M. Zanni

Editor
(click here for Kevin Zanni's bio)

Spring 2019

Thought Leadership in Shareholder Litigation—Breach of Fiduciary Duty and Other Tort Claims

  • Shareholder Controversy Thought Leadership
  • Forensic Analysis Thought Leadership
  • Best Practices Thought Leadership
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Editor for this issue:
Justin M. Nielsen

Editor
(click here for Justin Nielsen's bio)

Winter 2019

Thought Leadership in Family Law Valuation Issues

  • Family Law Valuation Thought Leadership
  • Family Law Valuation Practices and Procedures Thought Leadership
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Insights
journal
Editor for this issue:
Robert F. Reilly, CPA

Editor
(click here for Robert Reilly's bio)

Quinquagenary Issue

Fifty Years of Thought Leadership in Valuation Analysis, Economic Damages Analysis, and Transfer Price Analysis

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