Which is more difficult: predicting the next president or determining valuation discounts?

BVWireIssue #121-5
October 31, 2012

Well, at least we can make the latter less challenging, to wit:

Before the election, join Jim Alerding (Alerding Consulting) and Jim Ewart (Dixon Hughes Goodman) on November 1 for Control Premiums & Discounts for a review of current, on-point legal cases as well as all the factors—such as business operations, income, and goodwill—to help make this difficult determination as objective and supportable as possible.

Following the election, on November 8 join William Frazier (HFBE) and Ashok Abbott (West Va. Univ.) for Part 2 of BVR’s Online Symposium on Estate & Gift Tax as they present the Non-marketable Investment Company Evaluation Method (or NICE), an income-based approach for valuing equity interests in closely held investment entities (FLPs, S corps, LLCs, etc.) that sidesteps any determination of marketability/minority discounts.

To determine the next president, BVR simply encourages everyone to go out and VOTE!

Please let us know if you have any comments about this article or enhancements you would like to see.