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Forensic Accounting Articles

Recent Research On Compensation Structure And Fraud Reinforces The Principals Of The Fraud Triangle

May 14th, 2013

May 2013 A recent study in The Journal of Financial Economics suggests that a compensation structure that relies on financial performance measures can be tied to [...]

SEC Hesitating To Impose Internal Audit Function Requirement On NASDAQ Companies

April 30th, 2013

April 2013 On March 4, 2013, NASDAQ issued a proposed new rule (Release No. 34-69030; File No. SR-NASDAQ-2013-032) which would require listed companies to have [...]

PCAOB Issues Second Mixed Report On Audits By Smaller Firms, But Ultimately Puts Them On Par With Larger Firms

April 2nd, 2013

April 2013 On February 25, 2013, the Public Accounting Oversight Board (PCAOB) issued its summary report on smaller accounting firms. The PCAOB described its inspections [...]

SEC To Utilize Data Analytics To Identify Accounting Irregularities

February 5th, 2013

February 2013 Data is valuable.  The question is once you have it, how can you use it?  Data analytics uses processes to extract and evaluate [...]

Government Improves Its Fraud Recovery Results, Mainly Through The Efforts Of Private Citizens

January 4th, 2013

January 2013 The False Claims Act, 31 U.S.C. § 3729 et seq., allows penalties of $5,500 to $11,000 per claim and triple damages against those [...]

DOJ & SEC Issue Guidance on Foreign Corrupt Practice Act

November 26th, 2012

November 2012 The U.S. Justice Department (DOJ) and Securities and Exchange Commission (SEC) jointly published a much anticipated guidance on the U.S. Foreign Corrupt Practices [...]

PCAOB Initial Inspections Of Smaller Broker Dealers Uncover Significant Audit Failures

September 5th, 2012

September 2012 On August 20, 2012, the Public Company Accounting Oversight Board (PCAOB) released its first report on the progress of the interim inspection program [...]

Standard Charter Bank Still In Trouble Over Iranian Money Laundering Fraud

August 28th, 2012

August 2012 In a quick settlement over Iranian-related illegal conduct, Standard Chartered Bank (SCB) agreed on August 14 to pay $340 million in a settlement [...]

Europe’s LIBOR Manipulation Is A Big Deal, But The Story Is Probably Different Than You Heard

July 10th, 2012

July 2012 UK-based Barclays is the fourth largest bank in the world, with operations in over 50 countries. Barclays recently received huge publicity pertaining to [...]

MF Global Trustee Reports Significant Management Malfeasance

June 11th, 2012

June 2012 MF Global Inc. filed the eighth-largest U.S. bankruptcy on Monday October 31, 2011.  MF Global would ultimately report the shortfall in customer accounts [...]

Billions Of Theft From The U.S. Government Could Be Stopped

June 11th, 2012

June 2012 Billions of dollars are being stolen from the U.S. Treasury through a combination of identity theft and related fraudulent tax returns.  To make [...]

California’s Business Judgment Rule Offers No Protection For Officers

June 6th, 2012

January 2012 Before its failure, IndyMac Bank was the largest savings and loan association in the Los Angeles area and the seventh largest mortgage originator [...]

Scienter (Almost) Required for 1933 Act Securities Suits

November 3rd, 2011

November 2011 It just got a lot harder to successfully sue preparers of financial statements and their auditors under the 1933 Securities Act.  In Fait [...]

California Passes Tough Law On Independent Contractor Misclassification

October 28th, 2011

October 2011 On October 9, 2011, Governor Brown signed into law Senate Bill 459 regarding independent contractors.  The law significantly increases the risks and penalties [...]

IRS Payroll Tax Amnesty Regarding Independent Contractors Should Be Carefully Analyzed

October 6th, 2011

October 2011 Many small businesses attempt to save taxes and employee benefit cost by classifying their workers as independent contractors.  When business owners classify workers [...]

PCAOB Reopens Auditor Rotation Issue

September 8th, 2011

August 2011   On August 16, 2011, the Public Accounting and Oversight Board (“PCAOB” – the regulator of auditors of publicly-traded companies) issued a concept [...]

First-Ever SEC Deferred Prosecution Agreement Is Hardly A “Game Changer”

August 11th, 2011

August, 2011 On May 17, 2011, the Securities and Exchange Commission (SEC) announced its first-ever deferred prosecution agreement with a company who voluntarily reported a [...]

Getting More Money From Licenses

August 11th, 2011

  Intellectual Property licensing is big business, and is getting bigger.  But most licensors do not earn as much as they should because they fail [...]

Fixed Fees Benefit Everyone If Well Planned

January 17th, 2011

Clients like fixed fees. My firm also likes fixed fees. Here is why my firm would prefer to work under a fixed fee arrangement: We [...]

Addressing Electronic Database Discovery – Challenging Yet Rewarding

December 10th, 2010

Imagine litigation in which the sales and profits of a particular product or in a particular region were at issue. Such questions are commonplace in [...]

Revised Contingency Accounting Rules Delayed Again

November 16th, 2010

November 2010   Significant negative feedback from legal executives and groups caused the Financial Accounting Standards Board (FASB) to delay implementing expanded financial statement disclosures [...]

California Appellate Court Says Attorney-Prepared Witness Statements Are Discoverable

March 17th, 2010

March 2010 Discovery requests regularly ask (often through form interrogatory 12.3 and a related document production request) for all witnesses interviewed, and to produce copies [...]

SEC Inspector General Report Shows Incompetence At Best, And Fraudulent Cooperation At Worst

September 17th, 2009

September 2009 The Madoff scandal is the largest financial fraud to have ever occurred. The U.S. Securities and Exchange Commission (SEC) Office of Inspector General [...]

Former Madoff CFO Pleads Guilty, Pledging Cooperation That Will Help Both Criminal And Civil Cases

August 17th, 2009

August 2009 One of Bernard Madoff’s lieutenants, Frank DiPascali Jr., pled guilty last week to ten federal felony counts and settled an SEC complaint. Of [...]

U.S. Private Companies Now Have Additional Accounting Alternatives

July 16th, 2009

July 2009 Although there has often been a call for simplified accounting principles for smaller or non-public enterprises, U.S. generally accepted accounting principles (GAAP) do [...]

FASB Proposes New Revenue Rules As Part Of Dramatic Change To Principles-Based Worldwide Standards

June 16th, 2009

June 2009 In accounting, revenue recognition refers to the point when one is able to record a sale in the financial statements. In a typical [...]

FASB Toughens Off-Balance-Sheet Accounting

June 16th, 2009

June 2009 Existing accounting guidance permits companies to report transfers of portions of financial assets as sales. The off-balance-sheet entities that enabled banks to keep [...]

GAAP Reorganization Will Cause Short-Term Frustration, But Should Improve Research Capabilities

May 16th, 2009

May 2009  On July 1, 2009, the Financial Accounting Standards Board (FASB) is expected to issue their “Accounting Standards Codification” (ASC) as the sole authoritative [...]

Central District of California Case Poses New Requirements For Internal Investigations

April 17th, 2009

April 2009 In an April 2009 written Order following a three-day hearing, federal judge Cormac Carney criticized Irell & Manella for “ethical failures” arising from [...]

M&A Accounting For Lawsuit Contingencies Revoked

April 16th, 2009

April 2009 An accounting pronouncement highly criticized by the legal profession was formally revoked this month.   The Financial Accounting Standards Board (FASB) issued FSP FAS [...]

More Resources Will Be Allocated To Financial Fraud Initiatives

February 17th, 2009

February 2009 Government resources are usually allocated based on the political sentiment of the day. Those in charge of investigations understandably want to show that [...]

Detailed Audit Provisions Save Headaches

February 17th, 2009

February 2009 The audit provision within many licensing agreements is nothing more than a short paragraph in what may otherwise be a highly detailed document. [...]

Largest-Ever Ponzi Scheme Should Have Been Obvious To Anyone Who Looked Seriously

January 17th, 2009

January 2009 In mid-December, Bernard Madoff was arrested for operating a giant ponzi scheme. After his two sons reported him to regulators, Madoff admitted that [...]

Electronic Data Is Always Difficult … If You Don’t Try

November 17th, 2008

November 2008 The Obama campaign shattered all fund-raising records. The President-elect raised approximately twice as much money (approximately $300 million more) than McCain. A surprising [...]

Licensing And Royalty Audits Deserve Greater Attention

November 17th, 2008

November 2008 In an economic downturn, “business as usual” won’t work. Every company is (or at least should be) looking for ways of being more [...]

IRS Scales Back Its Draconian Schedule UTP Draft, And Requires The Finalized Schedule In 2010

September 17th, 2008

September 2010 On September 24, 2010, the IRS issued Announcement 2010-75. This covers final Form 1120, Schedule UTP (Uncertain Tax Positions Statement) and related instructions. [...]

Insurance Claims For Large-Scale Hurricanes

September 17th, 2008

September 2008 Every year, at least a few large hurricanes cause evacuations, flooding, and other physical damage. Businesses are interrupted because of physical damage to [...]

DOJ’s McNulty Memo In Evaluating Corporate Cooperation Is No Longer DOJ Policy

July 17th, 2008

July 2008 Cooperation with prosecutors by a corporate suspect has previously been one of the means of determining whether an indictment will be filed, and [...]

Significant New Litigation Disclosures Proposed

June 18th, 2008

June 2008   The Financial Accounting Standards Board (FASB) proposed expanded disclosures regarding contingencies, most notably those arising from litigation. Unless delayed or altered, litigators [...]

Weak Credit and Economic Conditions Cause Litigation Over “Material Adverse Change” Clauses

February 17th, 2008

February 2008 A number of current stalled deals involve material adverse change clauses. Litigation in this area will increase because of uncertainties involving (i) the [...]

Delaware Case Alters Existing Practice Regarding Use Of Special Committees

January 17th, 2008

January 2008 The Delaware Chancery Court issued a ruling in Ryan v. Gifford, C.A. No. 2213-CC (Del. Ch. Nov. 30, 2007) that runs afoul of [...]

SEC Allows Foreign Reporting Standards in the U.S.

November 16th, 2007

November 2007   Last week, the Securities and Exchange Commission (SEC) eliminated its requirement for international companies to reconcile financial statements prepared under the International [...]

Tax Accrual Workpapers Are Probably Safe From The IRS’s Probing Eyes

September 17th, 2007

To maintain accounting records under generally accepted accounting principles, companies need to assess the likelihood of judgmental positions being sustained. The recent tax case United [...]

IRS Loses Another Case Involving Auditor Work Papers

September 17th, 2007

  In Regions Financial Corp. v. United States, (N.D. Ala., No. 2:06-CV-00895-RDP, 5/8/08), the IRS lost another battle in its effort to get information from [...]

First Circuit Applies New Standard Restricting Work Product Privilege When Information Is Used For Financial Reporting

September 17th, 2007

The attorney work product doctrine, now codified in Federal Rule of Evidence 26(b)(3), protects from discovery documents prepared “in anticipation of litigation or for trial.” [...]

10b5-1 Plans Deserve Greater Scrutiny by Boards of Directors

July 17th, 2007

July 2007 Stock option backdating scandals have grabbed headlines for quite some time. These scandals were initially identified by academic research that noted unexplained stock [...]

The FASB’s Gift To The IRS

January 16th, 2007

Updated January 2007   In June 2006, the Financial Accounting Standards Board (FASB) issued FIN 48, an amendment to existing standard no. 109, “Accounting for [...]

Alter-Ego Allegations Require Expert Accounting Assistance

March 17th, 2006

March 2006 Alter-ego is one of the most commonly alleged equity-based principals.  Where the facts warrant, courts will disregard the separate legal existence of corporations [...]

Claim Preparation Tips For Business Interruption Insurance

September 17th, 2005

September 2005 Beyond the physical property loss, your business will incur significant additional costs and will not be as profitable as before.  Most businesses have [...]

How Principles-Based Accounting Affects Lawyers

August 16th, 2003

August 2003   In late July 2003, the Securities and Exchange Commission (SEC) released a staff study required by Section 108(d) of the Sarbanes-Oxley Act.  [...]