New issue of Willamette’s Perspectives is released

BVWireIssue #257-2
February 14, 2024

valuation methods & approaches
tax affecting, valuation engagement, guideline transaction method

The January 2024 issue of the quarterly digital publication Perspectives, from Willamette Management Associates, has been released, and you can access it if you click here. Willamette staff members wrote all the articles, and this latest issue includes:

  • “The Applicability of Discounts for Lack of Marketability on Controlling Ownership Interests” (Lerry A. Suarez and Eliza Jones);
  • “Higher Interest Rates and Tax Exemptions May Maximize Benefits in Gift and Estate Tax Planning” (Lisa H. Tran); and
  • “Key Person Considerations When Valuing Private Companies in a Gift and Estate Tax Context” (Justin M. Nielsen).

Neilsen and Tran also served as editors for this issue.

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