Finding The Truth Behind The Numbers

Estate & Trust

Estate & Trust

IAG Forensics and Valuation Estate and Trusts

Estate & Trust litigation often utilizes skills from other areas of our practice, including reconstruction of financial records, business valuation, financial calculations, fraud examination, professional malpractice assessment, damages, and expert witness testimony. Plus, it is usually very personal, involving parents, children, and siblings with long-term complicated relationships. IAG excels at both the technical and personal aspect of this type of litigation.

  • Reconstruction and reconciliation of financial transactions
  • Asset tracing
  • Professional malpractice
  • Executor and Trustee fees calculations

News and Information

DeKalb County School Teachers and Employees Reach $117 Million Settlement with DeKalb County School District

In September 2020, DeKalb County school teachers and other employees reached a settlement with the DeKalb County School ...
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Best Practices for a Business Interruption Claim Related to COVID-19

The outbreak of the coronavirus has greatly altered the global economic landscape.  The repercussions of this pandemic have ...
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Tax Hot Tip — 529 Accounts

As a reminder for tax preparation and planning, these popular college related accounts are now more flexible!  Under ...
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Tax Hot Tip — Alimony Tax Treatment

As a reminder, the tax treatment of alimony has changed beginning in 2019.   If you or your ...
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Factors That Affect Equitable Distribution of Business Interests

Halpern Case Revisited By: Maty Varon One of the landmark cases in Georgia Family Law is Halpern v. ...
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Cobb County Elder Abuse Case Still Making Headlines

Even though two years have passed since Jeff and Joseph Carr were convicted of stealing millions of dollars from elderly Cobb ...
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Primary Contacts

Partners & Principals
Karen Fortune - CPA/CFF, CGMA, MAcc
Laurie Dyke - CPA/CFF, CFE
Pat Salem - CPA, CFE
Tammy Thomas - CPA/CFF, CFE, CGMA

IAG Forensics & Valuation is a CPA firm that specializes in forensic accounting, fraud investigation, business valuation and litigation support.

Our clients are primarily litigation attorneys who need litigation support and expert witness services in cases involving complex financial matters.

Our Partners & Principals have served as expert witnesses in hundreds of cases in Georgia State and Superior courts, Federal court and courts in other states.

Our team is comprised of professionals who have the experience and professional judgement to effectively assist in a wide variety of matters for many types of clients. The depth and breadth of our experience and the number of qualified professionals allows us to deliver superior services in a timely and cost-effective manner.


Any matter that involves the investigation, reconstruction and reconciliation of complex financial transactions is a great prospective project for IAG.


Set Up Your Appointment Today

We welcome you to contact us to privately discuss your needs.


East Cobb Office (Main)
501 Village Trace, NE
Building 9, Suite 101
Marietta, GA 30067-4150


Phone: 770-565-3098