Jason Pierce – Edelstein & Company, LLP

Jason Pierce Presented at Financial Consulting Group Event

Edelstein — Wed, 27 Jan 2021 17:00:01 +0000

On Tuesday, January 19, 2021, Business Valuation & Forensic Accounting Partner, Jason Pierce, presented a fraud update at an exclusive event for members of the Financial Consulting Group. The Financial Consulting Group is North America’s largest association of business valuation and litigation service firms, which we’re proud members of.

Jason’s clients value the support and responsiveness he provides in their high-stakes matters. Peers regard him as a thought leader – writing, speaking and training other professionals in the areas of business valuation, forensic accounting, and financial analysis.

Jason Pierce on ValuationPodcast.com

Edelstein — Tue, 10 Nov 2020 17:21:29 +0000

On Tuesday, October 27, 2020, Business Valuation & Forensic Accounting Partner, Jason Pierce, was on an episode of the ValuationPodcast.com. The episode is titled, “Fraud in Times of Divorce: Following the Money Trail” and is hosted by Melissa Gragg of Bridge Valuation Partners, LLC.

The conversation covered how Jason got involved with doing valuations for divorce, unique divorce cases related to valuations in Massachusetts, using financial statements to determine fraud, and more. To listen to the full episode, click here.

Jason Pierce Article Published in The Value Examiner

Edelstein — Thu, 29 Oct 2020 16:07:04 +0000

Business Valuation & Forensic Accounting Partner, Jason Pierce, wrote an article to be published in the September/October 2020 edition of The Value Examiner. The article, “Profit Margin Adjustments: The Fine Line Between Supporting a Conclusion of Value and Withdrawing from the Engagement,” discusses the circumstances under which a profit margin adjustment may be appropriate and identifies warning signs that the analyst should consider withdrawing from the engagement.

Jason uses graphs, tables, and his expertise to illustrate a situation in which owners or operators artificially drive down the company’s profits while reaping excessive benefits.

For the full article, click here.

Jason Pierce on Institute of Management Accountants Podcast

Edelstein — Tue, 15 Sep 2020 13:32:30 +0000

Released yesterday, Business Valuation & Forensic Accounting Partner, Jason Pierce, was on the Institute of Management Accountants’ podcast. This episode of Count Me In is titled, “Where’d the money go? Auditing, Forensic Accounting, and Business Valuation.” Jason talked about how he got into this specialization and how all his accounting skills have been transferable. He also discussed the importance of data and data analytics when it comes to completing his assignments.

To listen to the full podcast, click here.

Jason Pierce awarded with NACVA’s Instructor of Exceptional Distinction Award

Edelstein — Thu, 16 Jul 2020 13:18:07 +0000

Every year, NACVA and the CTI recognize instructors that have received several positive reviews and who have achieved the highest evaluation scores from those attending their courses. This year, partner Jason Pierce, was honored with an Instructor of Exceptional Distinction Award. Jason’s leadership, mentorship and dedication to knowledge sharing are all key components to this outstanding recognition. Read the full announcement here.

Jason Pierce to be panelist on Boston Bar Association webinar

Edelstein — Fri, 10 Jul 2020 15:17:38 +0000

On Friday, July 17, 2020, Jason Pierce will be an expert panelist on the Boston Bar Association’s webinar, Sophisticated Financial Issues in Divorce Matters and the Impact of COVID-19.

The webinar will discuss:

Divorce cases that involve complex assets, including closely-held businesses, private equities and hedge funds, as well as sophisticated income components such as restricted stock and other equity compensation.
Valuation issues.
Options for dividing assets and structuring spousal and/or child support, including consideration of tax consequences.
The unique challenges and opportunities presented by COVID-19 for complicated financial cases that may already be in the litigation process and have experienced COVID-related delays.

Jason Pierce to present Business Accounting and Risk Mitigation during COVID-19

Edelstein — Fri, 12 Jun 2020 13:44:22 +0000

On Tuesday, June 16, 2020, Partner Jason Pierce will be presenting Business Accounting and Risk Mitigation during COVID-19 for the Business Lawyers Network.

During this discussion, Pierce will address the impacts COVID-19 has had on business accounting and risk mitigation as well as how you can protect your law firm business during these uncertain times. He’ll share his insights around:

Business valuations/income forecasting,
Lost profits claims and bank lending,
Accounting current events, and
Risk mitigation.

Jason Pierce to teach at NACVA workshop

Edelstein — Wed, 25 Sep 2019 14:21:36 +0000

This week, partner Jason Pierce, will teach an all-day course on Business Fraud, Deterrence, and Financial Statement Misrepresentations at the National Association of Certified Valuators and Analysts’ (NACVA) Foundations of Financial Forensics Workshop. Attendees will benefit greatly from attending this event as upon completion they will be able to:

Distinguish between the role of the financial forensics analyst as a testifying and/or consulting expert,
Determine the conceptual types of lost profits, measures of loss, and methods to calculate lost profits,
Distinguish between the different types of specific financial forensics engagements, and
Explain the role of the financial forensics analyst in the investigation, standard of care, and determination of damages.