Active Passive Appreciation – Current Update

This presentation, delivered by Z. Christopher Mercer, FASA, CFA, ABAR at the AICPA 2018 Forensic & Valuation Services Conference, covers when and why an active passive analysis is needed, how these analyses are typically done, and the importance of working with engaging counsel for jurisdictional nuances.

Learning objectives include:

  • Understand the key elements involved in an active passive analysis
  • Update of current practice and understand how active passive analyses are typically done around the country
  • Discussion of jurisdictional nuances