Business Valuation Resources, LLC

Lawyers Roundtable: What Attorneys are Seeing in Tax Court & What They Are Looking For in Expert Financial Witnesses
Part 2 of BVR's 2011 Online Tax Summit

Date: Friday, October 28, 2011
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Featuring (click image for more information):

Jay Fishman
Financial Research

Stephanie Loomis-Price
Attorney at Law
Winstead PC

Edward M. Robbins, Jr.
Attorney at Law
Hochman, Salkin, Rettig,
Toscher & Perez, P.C.

Why You Should Attend:

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.


  • 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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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

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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.