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| WISE, BLACKMAN LIBRARY |
| We have compiled a partial list of articles for your review and information. The list below contains a representative sample of articles published and papers presented by the professionals of Wise, Blackman. |
Some articles are availble PDF format. They will be indicated by this icon  .PDF documents require the Adobe Acrobat Reader for viewing and printing. |
| Richard M. Wise, FCA, CA•IFA, FCBV, FASA, MCBA, CVA, CFE, C.Arb., L.Acc. |
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FORENSIC BUSINESS APPRAISALS: OVERCOMING HURDLES IN SEEKING CRITICAL DOCUMENTS AND INFORMATION AND RECONSTRUCTING BUSINESS INCOME IN FINANCIAL LITIGATION |
NATIONAL
ASSOCIATION OF CERTIFIED VALUATION ANALYSTS and THE INSTITUTE OF BUSINESS APPRAISERS Annual Consultants' Conferece Boston, MA May 27-30, 2009 |
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USING EXPERTS IN MEDIATION AND ARBITRATION |
ADR
INSTITUTE OF CANADA, INC. INSTITUT DE MÉDIATION ET D'ARBITRAGE DU QUÉBEC Annual Conference Montréal October 7, 2008 |
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VALUATION ISSUES IN ESTATE PLANNING AND FAMILY LAW: DISCRETIONARY TRUSTS |
SOCIETY
OF TRUST AND ESTATE PRACTITIONERS (CANADA) (STEP) 10th National Conference Toronto June 5, 2008 |
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PRICING AND VALUATION OF TARGET'S EQUITY |
THE
CANADIAN INSTITUTE Winning and Financing Private Equity Transactions Toronto May 8 and 9, 2008 |
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IMPORTANT DEVELOPMENTS IN BUSINESS VALUATION AND ACCOUNTING STANDARDS AFFECTING CBVs |
THE CANADIAN INSTITUTE OF CHARTERED BUSINESS VALUATORS |
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THE EFFECT OF SPECIAL INTEREST PURCHASERS ON FAIR MARKET VALUE FOR INCOME TAX PURPOSES |
ValueWise, Vol 2, No. 1, January 2007 Periodic Newsletter published by Wise, Blackman |
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VALUATION ASPECTS OF SHAREHOLDERS' BUY-SELL AGREEMENTS |
ValueWise,
Vol 1, No. 2, September 2006 Periodic Newsletter published by Wise, Blackman |
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IS HINDSIGHT ADMISSIBLE IN BUSINESS VALUATION? |
ValueWise,
Vol 1, No. 1, April 2006 Periodic Newsletter published by Wise, Blackman |
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VALUATION OF TAXED TRUST UNITS: REAL-WORLD CONSIDERATIONS |
THE
CANADIAN INSTITUTE Adapting to Income Trusts Taxation Calgary May 28 and 29, 2007 |
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PRICING AND VALUATION CONSIDERATIONS |
THE
CANADIAN INSTITUTE 4th Annual Summit on Private Equity Toronto May 17, 2007 |
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"FAIR VALUE" AND THE OPPRESSION REMEDY |
THE
LAW SOCIETY OF UPPER CANADA Family-Held Business Summit Exit and Succession Strategies Toronto April 20, 2007 |
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CRITICAL DEVELOPMENTS IN FINANCIAL REPORTING |
INSIGHT
INFORMATION General Counsel Compliance and Controls Congress Toronto February 28 and March 1, 2007 |
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CANADIAN v. U.S. DUE DILIGENCE
IN THE CONTEXT OF A MULTI-JURIDICTIONAL OR CROSS-BORDER M&A TRANSACTION |
FEDERATED PRESS 2nd Annual Cross-Border Deals Course Toronto February 1 and 2, 2007 |
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BUSINESS VALUATON STANDARDS |
McMASTER
UNIVERSITY AND DeGROOTE SCHOOL OF BUSINESS 28th McMaster World Congress 1st World Congress on Strategic Business Valuation Hamilton - January 25, 2007 |
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VALUATION: RECENT DEVELOPMENTS |
CANADIAN
TAX FOUNDATION 58th Annual Tax Conference Toronto November 26-28, 2006 |
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THE
CANADIAN INSTITUTE In-House Counsel Congress Toronto November 23 and 24, 2006 |
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PRICING THE TARGET: HOW TO AVOID OVERPAYING |
THE
CANADIAN INSTITUTE Advanced Forum on Mergers & Acquisitions Calgary October 26 and 27, 2006 |
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ÉVALUATION DES PROJECTIONS FINANCIÈRES DES VENDEURS |
FEDERATED
PRESS Colloque annuel sur les fusions et acquisitions Montréal Les 27, 28 et 29 septembre 2006 |
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VALUATION
AND DEAL STRUCTURES
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FEDERATED
PRESS M&A Skills -- Deal Maker Summit Toronto September 11 and 12, 2006 |
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L'INSTITUTE
CANADIEN Conference sur la gestion du processus de vérification et d'opposition fiscale Montréal Les 6 et 7 juin 2006 |
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INTELLECTUAL
PROPERTY VALUATION |
INTELLECTUAL
PROPERTY INSTITUTE OF CANADA Montreal Chapter Dinner-Conference Montreal March 7, 2006 |
|
VALUING INTERESTS
IN TRUSTS |
STEP Society of Trust and Estate Practitioners 7th Canadian National Conference Metro Toronto Convention Centre June 6 and 7, 2005 |
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WILL YOUR FAIR VALUE MEASUREMENTS FOR GAAP PROVIDE SATISFACTORY EVIDENCE FOR GAAS? |
Business
Valuation Review |
|
THE
EFFECT OF
SPECIAL INTEREST PURCHASERS ON FAIR MARKET VALUE IN CANADA |
Business
Valuation Review Quarterly Journal of the Business Valuation Committee of the American Society of Appraisers Vol. 22, No. 4, December 2003 |
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CLOSELY
HELD PREFERRED STOCK:
A REVIEW OF THE COMMON VALUE-DRIVERS |
Business
Valuation Review Quarterly Journal of the Business Valuation Committee of the American Society of Appraisers Vol. 22, No. 3, September 2003 |
|
CAVEATS
IN USING GUIDELINE COMPANY TRANSACTIONAL DATA
IN VALUING A BUSINESS |
Business
Valuation Review Quarterly Journal of the Business Valuation Committee of the American Society of Appraisers Vol. 22, No. 1, March 2003 |
|
USING
PRICE-ADJUSTMENT CLAUSES IN
NON-ARM'S LENGTH TRANSACTIONS |
Business
Valuation Review Quarterly Journal of the Business Valuation Committee of the American Society of Appraisers Vol. 21, No. 1, March 2002 |
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CAVEAT
AESTIMATOR:
EVALUATING HIDDEN LIABILITIES AND RISKS |
Business
Valuation Review Quarterly Journal of the Business Valuation Committee of the American Society of Appraisers Vol. 20, No. 2, June 2001 |
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FISHING
EXPEDITION
OR HUNTING FOR THE TRUTH? SEEKING INFORMATION AND DOCUMENTS IN CANADIAN SHAREHOLDER LITIGATION |
Business
Valuation Review Quarterly Journal of the Business Valuation Committee of the American Society of Appraisers Vol. 20, No. 1, March 2001 |
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CANADA-U.S.
MOBILITY OF RESIDENCE AND IMMOBILITY OF FAIR MARKET VALUE |
Business
Valuation Review Quarterly Journal of the Business Valuation Committee of the American Society of Appraisers Vol. 19, No. 3, September 2000 |
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OVERCOMING
OBSTACLES IN GATHERING DOCUMENTS AND INFORMATION FOR
FORENSIC VALUATIONS  |
THE
CANADIAN INSTITUTE OF CHARTERED BUSINESS VALUATORS Sixteenth Biennial Business Valuation Conference November 4-5, 2004 Ottawa, Ontario |
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VALUATION
ISSUES RELATING TO SHARES OF PRIVATE CORPORATIONS
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CANADIAN
TAX FOUNDATION Fifty-Sixth Annual Tax Conference September 26-28, 2004 Toronto, Ontario |
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VALUING
HIDDEN LIABILITIES
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FEDERATED
PRESS 5th Annual M&A Valuation for CFOs February 24-26, 2004 Toronto, Ontario |
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APPLICATION OF THE MARKET APPROACH IN VALUING A CANADIAN BUSINESS |
AMERICAN
SOCIETY OF APPRAISERS 22nd Annual Advanced Business Valuation Conference October 16-18, 2003 Chicago, Illinois |
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TAX FRAUD AND MENS REA
FORENSIC ACCOUNTING |
ASSOCIATION OF CERTIFIED FRAUD EXAMINERS -
MONTREAL CHAPTER
Sixth Annual Fraud Conference May 12, 2000 Montreal, Quebec |
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VALUATIONS
AND
PRICE-ADJUSTMENT CLAUSES |
CANADIAN TAX FOUNDATION Fiftieth Annual Tax Conference October 25 to 18, 1998 Toronto, Ontario |
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QUANTIFICATION
OF
ECONOMIC DAMAGES |
THE CANADIAN INSTITUTE OF CHARTERED BUSINESS VALUATORS AND THE AMERICAN SOCIETY OF APPRAISERS 1998 Joint Business Valuation Conference September 24 & 25, 1998 Montreal, Quebec |
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VALUING
A BUSINESS IN
DIVORCE PROCEEDINGS |
FEDERATED
PRESS Family & Finance Conference September 1, 1998 Toronto, Ontario |
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QUANTIFICATION
OF INFRINGEMENT DAMAGES
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FEDERATED PRESS Protecting & Managing Intellectual Property Assets September 23 & 24, 1997 Toronto, Ontario |
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VALUATION
OF MARITAL ASSETS -
THE SEARCH FOR HIDDEN ASSETS AND INCOME |
AMERICAN BAR ASSOCIATION Section of Family Law 1998 Annual Meeting, July 31 to August 3, 1998 Toronto, Ontario |
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EXPOSURE
OF THE PROFESSIONAL
WHO ACTS AS AN EXPERT WITNESS |
FACULTY
OF LAW, McGILL UNIVERSITY Ethics and Professional Liability: Fundamental Issues Facing All Practitioners May 9 and May 10, 1997 Montreal, Quebec |
| VALUATION OF INTELLECTUAL PROPERTY ASSETS: THE FOUNDATION FOR RISK MANAGEMENT |
INFONEX Business Strategies for Managing Intellectual Property September 23 & 24, 1997 Toronto, Ontario |
| FORENSIC VALUATIONS: VALUING A BUSINESS WITHOUT ACCURATE FINANCIAL STATEMENTS |
AMERICAN SOCIETY OF APPRAISERS 1997 International Appraisal Conference June 1997 Houston, Texas |
|
VALUING
THE TARGET BUSINESS
|
BARREAU DU QUÉBEC La Valeur Ajoutée en Matière de Fusions et Acquisitions November 29, 1996 Montreal, Quebec |
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LA
PROPRIÉTÉ INTELLECTUELLE EN TANT QU'ACTIF : CRITÊRES
ET PROCESSUS D'ÉVALUATION
|
ÉCOLE DES HAUTES ÉTUDES COMMERCIALES DE MONTRÉAL
Protection, évaluation et financement de la création et des innovations October 24, 1996 Montreal, Quebec |
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QUANTIFICATION
OF
ECONOMIC DAMAGES |
FACULTY OF LAW, McGILL UNIVERSITY The Law of Damages October 18 & 19, 1996 Montreal, Quebec |
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PRACTICE
STANDARDS, TAX VALUATIONS
AND VALUATION METHODOLOGIES - CICBV vs. ASA |
THE CANADIAN INSTITUTE OF CHARTERED BUSINESS VALUATORS
June 1996 Toronto, Ontario |
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VALUATION
AND DAMAGE-QUANTIFICATION ISSUES RELATING TO INTELLECTUAL PROPERTY
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FACULTY OF LAW, McGILL UNIVERSITY 1996 MEREDITH MEMORIAL LECTURES Making Business Sense of Intellectual Property June 1996 Montreal, Quebec |
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"VALUING
A BUSINESS IN CANADA FOR A U.S. PURCHASER: Chapter published
in The McGill-Hill
Companies, Inc. |
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Chapter published
in McGraw-Hill |
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"SAMPLE CHECKLIST" Chapter in Income Reconstruction: A Guide to Discovering Unreported Income American Institute of Certified Public Accountants |
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"SEARCHING FOR HIDDEN ASSETS AND INCOME" Chapter in Valuing Professional Practices and Licenses: A Guide for the Matrimonial Practitioner (3rd Edition) Aspen Law & Business (New York) |
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"THE USE AND ABUSE OF EXPERTS" Chapter in Handbook of Business Valuation (2nd Edition) John Wiley & Sons |
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"THE USE AND ABUSE OF EXPERTS" Chapter in Handbook of Business Valuation (1st Edition) John Wiley & Sons |
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AN INTRODUCTION TO INVESTIGATIVE AND FORENSIC ACCOUNTING PRACTICE ISSUES
(PRACTICE AID 94-01)(CO-AUTHORED) CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS Investigative and Forensic AccountingInterest Group Toronto: 1995 |
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"VALUING BUSINESSES AND BUSINESS INTERESTS IN CANADA" Chapter in Financial Valuation: Valuing Businesses and Business Interests Maxwell Macmillan/Rosenfeld Launer (New York: 1990) |
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GUIDE TO CANADIAN BUSINESS VALUATIONS (CO-AUTHORED) (loose-leaf sevice) CARSWELL Thomson Professional Publishing Toronto, Ontario Tel: (416) 609-3800/1-800-387-5164 |
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FINANCIAL LITIGATION - QUANTIFYING BUSINESS DAMAGES AND VALUES (loose-leaf sevice) THE CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS Toronto, Ontario Tel: (416) 977-3222 |
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| Gerald S. Blackman, CA, ALA, CBA, CFE |
| THE IMPORTANCE OF A WELL-DOCUMENTED VALUATION OR APPRAISAL REPORT |
REPRINTED FROM:
Canadian Journal of Litigation Accounting December 1993 |
| WHAT YOU SHOULD LOOK FOR IN A VALUATION REPORT |
REPRINTED FROM:
Money & Family Law November 1992 |
| Catherine Tremblay, CA, CBV, ASA |
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INTELLECTUAL PROPERTY VALUATIONS |
ÉCOLE
POLYTECHNIQUE FÉDÉRALE DE LAUSANNE Executive Master in e-Governance Montreal May 13, 2008 |
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| DISCLAIMER. Our articles do not constitute legal, valuation, tax or financial consulting advice. They are offered as an information service to our clients and friends. Those interested in specific guidance for legal and accounting matters should seek competent professional advice. |