Business Valuation Resources, LLC

Judges Roundtable: View From the Bench
Part 3 of BVR's 2011 Online Tax Summit
Hosted by Georgetown University Law Center

Date: Friday, November 4, 2011
10:00am-12:00pm PT / 1:00pm-3:00pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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More information is available below

Featuring (click image for more information):

Judge David Laro
United States Tax Court

Judge Julian I. Jacobs
United States Tax Court

Judge Mary Ann Cohen
United States Tax Court

Jay E. Fishman
Financial Research

Why You Should Attend:

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.


  • 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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Have as many eyes and ears take advantage of your registered connections as possible:CPE credit is available for an unlimited number of listeners to any registered line. To add listeners for CPE credit, contact customer service ( or (503) 291-7963) with main registrant's name, the names of the persons to receive credit, and their email addresses. We welcome as many eyes and ears to take advantage of those connections as possible.

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

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Presented With:

  BVR's 2011 Online Tax Summit
Valuing a Majority Fractional Interest
Friday, November 11, 2011, 10:00-11:40am PT
Featuring: Neil Mills-Mazer

BVR's Satisfaction Guarantee:
Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963, or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.