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 FASA Financial Research Associates

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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.

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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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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Training Packs: Conference Recordings & Transcripts

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• All presentation visual aides and handouts
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