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In this very special presentation, BVR's 2011 Online Tax Summit welcomes Judges Laro, Jacobs and Cohen of the United States Tax Court for their unique perspective on the Court and what it expects from expert financial witnesses. Webcast live from the Georgetown Law Center and moderated by expert appraiser Jay Fishman, this presentation is perhaps the only setting where you can hear directly form these jurists on what they expect from attorneys and expert witnesses, how these parties can best support their clients, and where their opinions on these matters differ.
Program Agenda
New and emerging trends in Tax Court cases & how they pertain to expert witnesses
Where are experts still not connecting with the courts on what the experts consider "established" valuation methods?
Tax affecting
DLOM
Guideline public company method
Discounted cash flow
Capital gains tax discounts
Acceptance of new techniques/analysis by the courts and the experts role
Presenting expert testimony & reports
The experts role in court:
Expert reports and testimony
How do professional standards differ from what judges like to see?
What do experts reports need to contain to meet the substantial vs. strict compliance standard?
Testimony & reports through appellate process
Attorney participation in writing the report
Daubert challenges
Which techniques are best suited to withstand the four "tests"?
How effectively can experts comply with the reliability and relevance requirements of Daubert?
Learning Objectives
Learn what judges 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 judges view professional standards and Daubert challenges
Clarify the appraiser's role before the court and how to best be an advocate for your client
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