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Part 2 of BVR's 2011 Online Tax Summit features the view of perhaps the court's most perceptive and attentive observer: the attorney. Through this 100-mintue roundtable, hosted by expert appraiser Jay Fishman, attorneys Stephanie Loomis-Price and Edward M. Robbins Jr., a former Assistant U.S. Attorney in the Central District of California's Tax Division, will discuss how the intersection of appraisal and tax is evolving: from new and emerging trends in the tax court and how appraisers will be affected to what attorneys look for in expert witnesses – both their own and those of their opponents.
Program Agenda
New and emerging trends & how they pertain to expert witnesses
Recent decisions & their projected impact:
Gallagher
Boltar
Ludwick
Issues the courts are still questioning and how to address them
Guideline public company method
Income approach
Tax affecting
Weighted average cost of capital
Where are experts still not connecting with judges on certain "accepted" methods?
Acceptance of new techniques/analysis by the courts and the experts role
Working with expert witnesses
Selecting/Qualifying the witness
What do you look for?
What do you avoid?
Reports:
What should be in the report?
Transparency & replicability of analysis
At large:
Most effective tactics in persuading court?
Best methods of melding testimony with reporting
Learning Objectives
Learn what attorneys expect of expert witnesses and their reports
Understand how differences in report writing and testimony can impact a case as much as analysis
Learn how to best prepare for the challenges of court - Daubert included
Clarify the appraiser's role before the court and how to best be an advocate for your client
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