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The Tax Cuts and Jobs Act: What Does that Mean for Valuations?CEIVTM Valuation Credential - Setting a New Standard for Financial Reporting ValuationArticle by Bill Johnston, ASA, IA/BV Valuing Contingent ConsiderationsArticle by Jon Tang, CFA What is on a Songwriter's Grocery List?Article by Matt Zappia, ASA, CPA Gifting Carried Interests: Valuation & Planning Pitfalls - Experience from the TrenchesArticle by Hugh Woodside, ASA, CFA Squeezing a Few Embarrassing Facts into a SuitcaseArticle by Stephen J. Roberts, November 2014 Selling Private Company Stock without Paying Taxes - It is Possible!Article by Chuck Coyne, ASA, and Tabitha Croscut, Esq., November 2014 Valuation Issues from Gifting Carried InterestsArticle by David J. Thompson, CFA, November 2014 What did we Learn?Article by Mark Shayne, ASA, CPA/ABV, published by Hedge Fund Magazine (HFM) in the October 2014 issue Employee Stock Ownership Plans (ESOPs): A Business Succession Planning Tool Worth ConsideringArticle by Chuck Coyne, ASA, and Tabitha Croscut, Esq., June 2014 Employee Stock Ownership PlansA business-perpetuation planning tool worth considering Article by Chuck Coyne, ASA, published by PIA Management Services in the Summer 2013 issue Why Consider an ESOP?Article by Chuck Coyne, ASA, published by Oak Street Funding, The Bridge Newsletter in the Fall 2012 issue Estate Planning for Private Equity/Hedge Fund Carried & Profit InterestsPresentation by Scott Nammacher, ASA, CFA, N. Todd Angkatavanich, Nick Bertha and Robert Harrison, at The Metropolitan Club on October 5, 2011 Valuing Alternative Investment Management Companies: Private Equity & Hedge Fund InterestsPresentation by Scott Nammacher, ASA, CFA, and Jay Fishman, FASA, at the BVR Webinar on the topic, June 16, 2011 The Name of the Game in Estate Planning is ValuationPresentation by Scott Nammacher, ASA, CFA, and Jonathan Blattmachr, JD, at the Interactive Legal Services webinar on Taxable vs. Nontaxable TransactionsPresentation by William Johnston, ASA, January 12, 2010 Ludwick v. Commissioner, T.C. Memo. 2010-104Article by R. Scott Brace, Jr., ASA, May 10, 2010 ESOPs as an Estate Planning ToolArticle by Anita Marie Biondo, ASA, May 2010 Petter v. Commissioner Upholds Defined Value ClausesArticle by R. Scott Brace, Jr., ASA, March 2010 Valuation Planning for Right Now: Valuation in Turbulent TimesPresentation by Mark Shayne, ASA, CPA/ABV, at the FAE/Closely Held & Flow-Through Entities Conference, July 22, 2009 Bill Would Have Far-Reaching Effect on Gift and Estate Tax ValuationArticle authored by Scott Nammacher, ASA, CFA, and Jonathan Blattmachr, JD, presented at the Interactive Legal Services for the Tax Management Estates, Gifts and Trusts Journal, May 2009 SFAS 144 ConsiderationsPresentation by William Johnston, ASA, at the Knowledge Conference SFAS 144 Webinar, February 2009 Valuation of Hard-to-Value Securities & PortfoliosPresentation by Mark Shayne, ASA, CPA/ABV, at the Financial Research Associates Meeting, New York, NY, November 18, 2009 |
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