The Kohler case generated substantial discussion in BV circles (see BVWire #49-1), especially as many analysts considered the Tax Court’s ruling a “homerun” for the taxpayer—and a complete shutout for the IRS. But there are always two sides to such a complicated case—and the expert for the IRS (CBIZ Valuation Group, LLC) offers exclusive insights into the Kohler facts and findings in the January Business Valuation Update™ , including the Taxpayer’s reliance on “overly conservative” management forecasts and the allegedly redundant Dividend Discount model.

For a free copy of the article, click here. Note: We are also obtaining copies of reports by all Kohler experts, as well as both side’s trial briefs, the BVU case abstract, and more; watch for this exclusive valuation “bundle” to become available early next year.