Insights
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.
The Winter 2023 Insights will be our final issue. Sign up here to receive our new publication, Perspectives, launching in April 2023.
Winter 2023
Best Practices
- Transfer Tax Valuation Thought Leadership
- Damages Measurement Thought Leadership
- Property Appraisal Thought Leadership
- Fair Value Measurement Thought Leadership
- Valuation, Damages, and Transfer Price Thought Leadership
- Reasonableness of Compensation Analysis Thought Leadership
Autumn 2022
Thought Leadership in Wealth Transfer Valuation Issues
- Estate and Gift Tax Planning Thought Leadership
- Estate and Gift Tax Valuation Thought Leadership
- Income Taxation Thought Leadership
- Bankruptcy Thought Leadership
Summer 2022
Thought Leadership in Professional Practices and Licenses Valuation, Damages, and Transfer Price Analyses
- Professional Practice Valuation, Damages, and Transfer Price Thought Leadership
- Professional Practices and Licenses Valuation Thought Leadership
- Income Tax Thought Leadership
Spring 2022
Thought Leadership in Economic Damages Measurement and Forensic Accounting
- Damages Measurement Thought Leadership
- Forensic Analysis Thought Leadership
- Income Tax Thought Leadership
Winter 2022
Thought Leadership in Unit Valuation Principle Property Tax Appraisals
- Unit Principle Property Valuation Thought Leadership
- Federal Income Tax Thought Leadership
Autumn 2021
Thought Leadership in Intellectual Property Valuation, Damages, and Transfer Price Analyses
- Intellectual Property Valuation Thought Leadership
- Intellectual Property Valuation and Damages Thought Leadership
- Intellectual Property Transfer Price Thought Leadership
- Income Taxation Thought Leadership
Summer 2021
Thought Leadership in Taxation-Related Valuation and Transfer Pricing Issues
- Tax Pass-Through Entity Thought Leadership
- Intercompany Transfer Price Analysis Thought Leadership
- Income Tax Thought Leadership
- Review of Judicial Decisions
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
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
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
Summer 2020
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
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
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
Autumn 2019
Thought Leadership in Forensic Accounting, Special Investigations, and Economic Damages
- Litigation and Forensic Analysis Thought Leadership
- ESOP Litigation Thought Leadership
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
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
Winter 2019
Thought Leadership in Family Law Valuation Issues
- Family Law Valuation Thought Leadership
- Family Law Valuation Practices and Procedures Thought Leadership
