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Stay appraised of all the latest business considerations in the jewelry industry! The report explains how jewelry stores operate, the nature of their revenue streams, value drivers, the industry environment, the risks involved, and other key factors.
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Valuing Government Contractors
Federal budget battles, unclear tax positions, and domestic and international economic and political trends create a challenging environment for government contracting firms and the business appraisers that value them. While the appraiser may recognize the factors contributing to this environment, specific knowledge of the operations and marketplace of government contractors is required to make appropriate and adequate adjustments in the valuation process. In Valuing Government Contactors, expert Donald Nalley discusses the unique characteristics and considerations important ...
How to Build a Strong Referral Network
Amazon CEO Jeff Bezos recently said that Amazon’s business is a “flywheel” because each stakeholder of its business creates more momentum for the next. One can say the same thing about Uber or AirBnB. Think about it: How did you hear about Amazon Prime, Uber, or AirBnB? The oldest marketing technique in the book acquired most customers of these companies: referral. Join Joanne Black, Matthew Cahill, Alice Heiman, Robert Gillette for a discussion moderated by Bharat ...
Subsequent Events
The experts discuss standards for managing subsequent events, judicial precedents and guideline cases, the practicality of solutions to subsequent event problems, and the dangers of "known, knowable, and foreseeable." This is a must for any appraiser whose valuation report or testimony could be skewed by events after the fact.
Valuing Law Firms
In Valuing Law Firms, BVR's Industry Spotlight Series continues with an examination of one of the trickiest and, some would say, most ubiquitous professional service companies. Through their presentation, experts Ron Seigneur and Pete Peterson will review the operational characteristics of law firms, the challenges they present, and how best to overcome these obstacles in the valuation process. In addition to Seigneur's past position as CFO of a 50-attorney firm, this panel has consulted with ...
Defining, Measuring & Defending Discounts for Lack of Liquidity
Teleconference Presentation and Transcript April 25, 2007 Moderator: Shannon Pratt, President of Shannon Pratt Valuations Speakers: Ashok Abbott, Professor of Finance at West Virginia University Rob Schlegel, Principal with Houlihan Valu ...
Law Firms: Valuation and Other Consulting Opportunities
Ron Seigneur examines of one of the trickiest and, some would say, most ubiquitous professional service companies to value. Through this presentation, expert Ron Seigneur reviews the operational characteristics of law firms, the challenges they present, and how best to overcome these obstacles in the valuation process. Participants will receive a customized information request list for a law practice valuation assignment. In addition to Seigneur's past position as CFO of a 50-attorney firm, he has ...
How to Conduct an S Corp Valuation for the IRS Given IRS Internal Memorandums
Join Michael Gregory for a discussion on two recently obtained internal IRS memorandums so that you can work more effectively with the IRS on estate and gift tax valuations. These memorandums shed light on how the IRS approaches valuing S corporation valuations and what you need to consider when preparing an S corporation valuation for federal tax purposes. The memorandums recommend consideration of both Revenue Ruling 59-60 and the IRS Job Aid on Non-Controlling Interests.
Joined at the Hip: Combining Valuation & Strategy to Enhance Value for Clients
September 20, 2006 Teleconference Transcript; Panel: Warren Miller (Moderator) and Thomas Box ...
Impact of Tax Cuts and Jobs Act on Valuation: Six-Month Review (A Web Workshop)
The Tax Cuts and Jobs Act (TCJA) was the biggest change to tax law in over 30 years, containing provisions related to individual and business taxation. Six months in, it is time to digest and discuss the impacts for valuation professionals. This expert-led panel includes Stacey Udell, Michelle Gallagher, Michael Morhaus, and Kevin Yeanoplos and will be sure to deliver an eye-opening discussion about key aspects of the TCJA and how it impacts your engagements.
Ask the IRS
July 27, 2006 Teleconference Transcript; Panel: Mike Gregory (Moderator) and Roger Wilde ...
What the IRS Looks for in a Business Valuation Report
What does the IRS looks for in a business valuation report? Join Mike Gregory with fresh insights from his latest book, Business Valuations and the IRS, Five Books in One (2018) as he addresses the most common errors in business valuation reports, what you can do to avoid these types of errors, should your report be audited, and how to work with the IRS to resolve issues. Links will be provided to the IRS Job ...
Normalizing Owner Compensation + RCReports Case Study
This webinar is for business valuators, business advisors who may be involved in shareholder litigation over compensation and tax advisors who help closely held businesses during IRS audits. This webinar explains the accepted methodologies for normalizing owner compensation in business valuations.
How the IRS Values Noncontrolling Interests in S Corps
The IRS internal white paper, "The IRS Valuation of Non-Controlling Interests in Business Entities Electing to be Treated as S Corporations for Federal Tax Purposes,” dated Oct. 29, 2014, is reviewed and available. This recently obtained document, which was written to help IRS professionals who are examining S corp valuations, presents background on this topic area from the perspective of the IRS. In this can’t-miss webinar, former IRS employee Michael Gregory provides insights to help ...
Valuing Quarries and Mines
The extraction of minerals from beneath the ground is a centuries-old endeavor. Despite its age, the quarry and mining business is still evolving, engaging and developing new technologies, refining existing regulation, and responding to rapid changes in demand for various minerals. In Valuing Quarries and Mines, expert Michael Nowobiliski discusses the classic considerations and emerging trends that are making quarry and mine valuations more complex and challenging than ever. Join him to learn how to ...
Using a Network Approach to Valuing Patents and Inventions
Existing valuation models tend to focus on the economic value of individual patents by using the net present value of the patent, market value, historic cost, etc. While such models are undoubtedly useful, an alternative approach is to rank patents based on where they sit in relation to a network of similar patents. Network-based analysis allows the review of up to several hundred thousand patents and draws upon the "collective intelligence" of this network to ...
Mock IRS Audit: Real World Valuation Examples on Working With the IRS (A BVR Web Workshop)
During this session Mike Gregory and Bryant Lancaster will provide you with a real-world mock estate IRS audit example based on a case the two worked on together. After a couple of real-world “war stories” and an initial introduction to IRS processes and procedures to help you understand the mock audit, Mike and Bryant will play the roles of the IRS business valuer and the taxpayer’s business valuer while narrating the process to help you ...
Tales From the Trenches: How Recent Challenges with the IRS Impact Your Valuation
With a special focus on the recent Aaron U. Jones (USTC TCM 2019-101) case regarding tax affecting an S corp and a partnership, this workshop is the best way to get IRS insights short of going into litigation. Get real insights on how to avoid and what to do if working with the IRS on business valuation issues at all levels. Join Mike Gregory as he dives into conflict resolution (with assistance from the Collaboration ...
The ASA/USC Fair Value Conference: A BVR Live Webcast
BVR is pleased to partner with the American Society of Appraisers and the University of Southern California to present a live webcast of the 13th Annual Fair Value Conference at KPMG in Los Angeles. The conference agenda will feature presentations from nationally recognized speakers who are profession leaders, covering a range of fair value measurement and valuation topics, as well as other current and future expected trends regarding the FASB, SEC, and international accounting standards.
What You Need to Know About DLOMs and the IRS
With fresh insight from developing his recent book, Business Valuations and the IRS, Mike Gregory provides you with the highlights of what you need to know about discounts for lack of marketability (DLOM ) when providing a business valuation report for federal tax purposes. The DLOM is one of the most common adjustments by IRS valuers, so you need to know how to minimize the potential of your business valuation report being audited on this ...
Valuation and the IRS: Update for 2019
What are the implications of the government shut down on the IRS’s ability to audit business valuation returns in 2019? What steps should you take if your appraisal is audited by the IRS? In this must-attend webinar, expert Michael Gregory will answer these questions and cover key areas such as the top three business valuation appraisal audit areas by the IRS. Attendees will come away with recommendations on how to work with the IRS given ...
IRS New Rules: Pension Protection Act and Beyond
© 2009 Business Valuation Resources, LLC. All Rights Reserved. March 18, 2009 Teleconference Handbook What It’s Worth BVR IRS New Rules: Pension Protection Act and Beyond IRS New Rules: Pension Protection Act and Beyond Teleconference Handbook ...
Turn PDF Tax Returns into Excel spreadsheets in Minutes—TaxXL (FREE WEBINAR)
Do you know what financial aspects of the subject company are fundamental to the valuation? In this webinar, we will cover analytical tools and ratios valuation professionals use and how we can use technology to help us facilitate financial analysis while improving accuracy and efficiency.
Advanced Workshop on Estate and Gift Valuations for the IRS
Of late, much uncertainty has surrounded appraisals for estate and gift tax purposes. Though as financial experts watch judicial action and legislative inaction closely for signs of change and stability, the work of estate and gift appraisals continues with a singular constant: the Internal Revenue Service as reviewer. In the Advanced Workshop on Estate and Gift Valuations for the IRS, expert Michael Gregory, a former territory manager with the IRS, joins BVR for an in-depth examination ...
Valuing Midstream Oil and Gas Companies
Join BVR for this special session on valuing midstream oil and gas companies. Experts Tom Ramos and Dan Visich, both of BDO Consulting, will review the unique issues facing oil and gas companies in this market and the factors that impact value in what promises to be an engaging webinar.
A New Approach to IP Management: The Penn State University Research Model Technology Transfer
Penn State has made two significant changes to the manner in which it deals with IP and industry-sponsored research. First, for new research that is industry-sponsored, the university will cede ownership of the IP to the sponsor. Second, in those cases where the university must retain ownership of the IP (as in instances of federal research funding), the university will offer the new "Penn State Two Step" licensing option in which the industry sponsor may ...