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.

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Insights
journal
Editor for this issue:
John C. Ramirez

Editor
(click here for John Ramirez's bio)

Summer 2017

Thought Leadership in Property Tax Planning, Compliance, and Controversy

  • Property Tax Valuation Insights
  • Family Law Valuation Insights
  • Valuation Practices and Procedures Insights
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Insights
journal
Editor for this issue:
Charles Wilhoite, CPA

Editor
(click here for Charles Wilhoite's bio)

Spring 2017

Thought Leadership in Family Law Financial and Valuation Issues

  • Family Law Valuation Insights
  • Valuation Practices and Procedures Insights
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Insights
journal
Editor for this issue:
Weston C. Kirk

Editor
(click here for Weston Kirk's bio)

Winter 2017

Thought Leadership in Estate and Gift Tax Valuation Services

  • Complex Gift and Estate Tax Insights
  • Valuation Practices and Procedures Insights
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Insights
journal
Editor for this issue:
Robert P. Schweihs

Editor
(click here for Bob Schweihs's bio)

Autumn 2016

Thought Leadership in the Valuation of Options, Warrants, Grants, and Rights

  • Stock Option Valuation Insights
  • Valuation Practices and Procedures Insights
  • Tax Valuation Insights
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Insights
journal
Editors for This Issue:
Terry G. Whitehead and Aaron M. Rotkowski
Editor
(click here for Terry Whitehead's bio)
Editor
(click here for Aaron Rotkowski's bio)

Summer 2016

Thought Leadership in Property Tax Valuation Issues

  • Property Tax Valuation Insights
  • Property Tax Dispute Resolution Insights
  • Intangible Asset Valuation Insights
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Insights
journal
Editors for This Issue:
Shawn D. Fox, CPA, & John E. Elmore, JD, CPA
Editor
(click here for Shawn Fox's bio)
Editor
(click here for John Elmore's bio)

Spring 2016

Focus Intellectual Property

  • Dispute Advisory Litigation Insights
  • Licensing Analytics Insights
  • Forensic Analysis Insights
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Insights journal
Editor for This Issue:
Fady F. Bebawy
Editor
(click here for Fady Bebawy's bio)

Winter 2016

Focus on Gift Tax, Estate Tax, and Generation-Skipping Transfer Tax Valuation

  • Gift and Estate Tax Valuation Insights
  • Estate Planning Insights
  • Income Tax Insights
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Insights journal
Editor for This Issue:
Timothy J. Meinhart
Timothy J. Meinhart
(click here for Timothy Meinhart's bio)

Autumn 2015

Focus on Dissenting Shareholder Appraisal Rights and Shareholder Oppression Litigation

  • Shareholder Dispute Litigation Insights
  • Shareholder Forensic Analysis Insights
  • Contract Litigation Insights
  • Health Care Valuation Insights
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Insights journal
Editor for This Issue:
Kevin M. Zanni
Kevin
Zanni
(click here for Kevin Zanni's bio)

Summer 2015

Focus on Reasonable Compensation in Eminent Domain and Expropriation Controversies

  • Eminent Domain and Expropriation Insights
  • Business Valuation Insights
  • Tax Controversy Insights
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Insights journal
Editor for This Issue:
Robert F. Reilly, CPA
Robert
F. Reilly
(click here for Robert Reilly's bio)

Spring 2015

Focus on Corporate Transaction Financial Advisory Services

  • Financial Advisory Services Insights
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Insights journal
Editor for This Issue:
John C. Ramirez
John
C. Ramirez

Winter 2015

Focus on Intercompany Transfer Price and Other Income Tax Insights

  • Intercompany Transfer Price Insights
  • Judicial Decision Insights
  • Intangible Property Transfer Price Insights
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