The next IRS Valuation Summit, a joint-production between the Southern California Chapter of the Appraisal Institute and the CFA Society of Los Angeles is August 15th. Judge Mark V. Holmes of the U.S. Tax Court (Petter, Mohamed and AmeriSouth cases --- see BVWire's coverage from the last IRS Summit: ) returns, along with:
- Chris Mercer, CFA (Mercer Capital), Lance Hall, ASA (FMV Opinions), Dr. Mukesh Bajaj (AFE / Navigant), Espen Robak, CFA (Pluris Advisors), and Sid Luckenbach, CFA (WTAS LLC) in discussion on the Current State of Minority Interest Discounts and the Internal Revenue Service, and
- Rob Strauss, Esq. (Weinstock Manion), Burton Mitchell, Esq (Jeffer Mangels Butler and Mitchell), Andy Katzenstein, Esq (Proskauer Rose), Jane Peebles, Esq (Karlin & Peebles), Jonathan Lurie, Esq (McDermott Will & Emery) and Ed McCaffery, Esq (USC Tax Institute) in discussion on the Current State of Estate Planning.