What does forensic and valuation work really look like beyond the classroom and conference stage?
Ask the Expert is a five-part Q&A series featuring seasoned valuation, forensic and litigation professionals who share candid insights drawn from decades of real-world experience. These conversations explore how experts build their careers, approach complex engagements and think through the challenges CPAs face when expanding into specialized advisory and litigation services.
While each article reflects the expertise shared within TXCPA’s Business Valuation, Forensics and Litigation community, the insights are intentionally evergreen — designed to help CPAs at any stage sharpen judgment, grow confidence and better understand where opportunity exists in today’s forensic and valuation landscape.
Start with any article — or read the full series to gain perspective from multiple voices across the forensic and valuation profession.
Why forensic work changes how CPAs think by D. Paul Regan, CPA/CFF, Founder of Hemming/Morse Forensic & Financial Consultants in San Francisco, CA
What happens when CPAs move beyond audit and tax into forensic work?
In our new Ask the Experts series, veteran forensic expert Paul Regan shares why this work reshapes how professionals analyze problems, cases, and risk.
Exit planning as a growth engine by Christopher C. Lucas, CFA, CPA/ABV, CEPA, Owner of Lucas Valuation Group LLC, in Grapevine Texas
Exit planning has become one of the most valuable advisory services CPAs can offer.
In this month’s Ask the Experts, valuation professional Chris Lucas explains why exit planning matters — and how CPAs can play a central role.
Credentials that actually matter by David Duffus, CPA/ABV/CFF, CFE, a Partner at HKA in Pittsburgh, Pennsylvania
Which forensic credentials are worth pursuing — and when?
In this Ask the Experts feature, David Duffus breaks down how credentials support real-world forensic work and career growth.
Demystifying IP and complex disputes by Glenn Newman, CPA, MBA, CFE, ABV, CFFME, Managing Member of Newman Forensics, LLC in Philadelphia, PA
Intellectual property disputes can feel intimidating — but they don’t have to be.
Glenn Newman shares why CPAs shouldn’t fear IP damages and how core litigation principles still apply.
The human side of litigation work by Jim Koerber, CPA/ABV/CFF, Managing Director at Eisner Advisory Group LLC, in Hattiesburg, Mississippi
Behind every calculation is a real story. Jim Koerber shares lessons from personal injury and wrongful death cases — and why this work is more nuanced than many CPAs expect.
Part of a Bigger Conversation
This Ask the Experts series supports TXCPA’s ongoing focus on professional growth, advanced learning and peer-driven insight — and builds momentum toward deeper engagement within the Business Valuation, Forensics and Litigation community.
