Guides, Books & Special Reports
BVR publications bring you the most up-to-date thought-leadership in the valuation profession with guides, books, and special reports on the most timely topics.
Category: tax valuations
Closed-End Fund Report: Fixed Income Securities
December 2020 PDF (37 pages)
Bruce A. Johnson, James R. Park
Partnership Profiles, Inc.
The 2020 Closed-End Fund Report – Fixed Income Securities report, authored by experts Bruce A. Johnson, ASA and James R. Park, ASA provides historical and current closed-end fund data in one convenient publication, saving you the hassle - and expense - of searching through other data sources.
Learn more >>
$249.00
Closed-End Fund Report: Stocks and Equity Investments
December 2020 PDF (51 pages)
Bruce A. Johnson, James R. Park
Partnership Profiles, Inc.
The 2020 Closed-End Fund Report – Stocks and Equity Investments report, authored by experts Bruce A. Johnson, ASA and James R. Park, ASA provides historical and current closed-end fund data in one convenient publication, saving you the hassle-and expense -of searching through other data sources.
Learn more >>
$249.00
How the IRS Values Non-Controlling Interests in S Corps with Job Aid Commentary by the Original IRS Champion
June 2015 Softcover (138 pages)
Michael Gregory
Birch Grove Publishing
The IRS internal white paper entitled “The IRS Valuation of Non-Controlling Interests in Business Entities Electing to be Treated as S Corporations for Federal Tax Purposes, A Job Aid for IRS Valuation Professionals” dated October 29, 2014 has been reviewed, and Michael Gregory provides insights to help you the business appraiser respond to this commentary. Major elements of this document are presented and Michael Gregory offers his insights as to what this might mean for business valuers providing S Corp valuations for federal tax purposes.
Learn more >>
$90.00
BVR's Guide to Business Valuation Issues in Estate and Gift Tax
July 2010 978-1-935081-29-6 Hardcover, PDF (712 pages)
Linda Trugman
Business Valuation Resources, LLC
While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges. Issues such as tax-affecting S corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena.
Learn more >>
$149.00
Business Valuation and Federal Taxes: Procedure, Law and Perspective, 2nd Edition
Hardcover (528 pages)
Judge David Laro, Shannon Pratt
John Wiley & Sons, Inc.
Combining the expert knowledge of Senior Judge David Laro and Shannon Pratt, Business Valuation and Federal Taxes, Second Edition presents the authors' decades of experience, with advice on everything practitioners need to know about the relationship between federal taxes and valuation, and specifically valuations relating to business interests.
Learn more >>
$130.00
Authors
- Alina Niculita (3)
- Antonella Puca (1)
- Baruch Lev (1)
- Bill Scally (1)
- Brenda Clarke (1)
- Brian Brinig (2)
- Bruce A. Johnson (10)
- BVR (editor) (60)
- Chris Mellen (1)
- Chris Mercer (1)
- David Grau, Sr. (1)
- David Wessels (1)
- Dr. Aswath Damodaran (2)
- Dr. Israel Shaked (1)
- Ed Moran (1)
- FactSet Mergerstat (10)
- Feng Gu (1)
- Frank Evans (1)
- Gary Trugman (1)
- Grant T. Stein (1)
- Gregory Caruso (1)
- Ian Ratner (1)
- Jack F. Williams (1)
- James Hitchner (4)
- James P. Catty (1)
- James R. Park (10)
- Jay Fishman (3)
- Jeffrey Hooke (1)
- Jim Alerding (1)
- Jimmy Pappas (1)
- John C. Weitnauer (1)
- John Lifflander (1)
- John Stockdale Sr. (1)
- Jonathan Dunitz (2)
- Josh Angell (1)
- Judge David Laro (1)
- Kate Morris (1)
- Keith Sellers (1)
- Kevin Yeanoplos (1)
- Linda Trugman (1)
- Lorenzo Carver (1)
- Marc Goedhart (1)
- Mark Dietrich (5)
- Mark Zyla (1)
- Mercer Capital (1)
- Michael Gregory (4)
- Milliman (9)
- Nancy Fannon (3)
- Neil Beaton (1)
- Pasquale Rafanelli (1)
- Robert F. Reilly (3)
- Robert P. Schweihs (2)
- Robert Slee (1)
- Roger Grabowski (1)
- Ron Seaman (1)
- Ron Seigneur (3)
- Rusk O'Brien Gido Partners (6)
- Ryan Cram (1)
- Shannon Pratt (8)
- Shawn Hyde (1)
- Spencer Jefferies (1)
- Stacey Udell (1)
- Stan Bernstein (1)
- Stanley Pollock (1)
- Steve Veenema (1)
- Susan H. Seabury (1)
- Tim Koller (1)
- Timothy Smith (1)
- Tom West (1)
- Travis Harms (1)
- Warren Miller (1)
- William Morrison (2)
Publishers
- AICPA (2)
- American Bankruptcy Institute (2)
- American Bar Association (1)
- Arcview Market Research (1)
- Birch Grove Publishing (4)
- Business Brokerage Press (1)
- Business Valuation Resources, LLC (97)
- Chief Executive Group (4)
- Columbia University Press (1)
- FactSet Mergerstat (5)
- Healthcare Intelligence Network (1)
- International Valuation Standards Council (1)
- IPRA, Inc. (3)
- John Wiley & Sons, Inc. (22)
- McGraw-Hill Co. (2)
- Mercer Capital (1)
- Milliman (9)
- Partnership Profiles, Inc. (10)
- Rusk O'Brien Gido Partners (6)
- Valuation Products & Services (1)
Categories
- appraisal standards and regulations (6)
- bankruptcy (1)
- business valuation standards & regulations (37)
- case law & expert testimony (23)
- case law analysis (10)
- commercial litigation (1)
- company-specific risk (1)
- compensation (22)
- cost of capital (13)
- discount for lack of marketability (DLOM) (13)
- discounts & premiums (27)
- economic damages & lost profits (19)
- economic data for valuations (6)
- ESOP valuations (1)
- estate and gift taxation (15)
- fair value for financial reporting (11)
- family law valuation (8)
- financial expert services (10)
- global business valuation (10)
- goodwill (14)
- healthcare (17)
- income approach (1)
- industry analysis (52)
- intangible property (2)
- intangibles (1)
- intellectual property (6)
- intellectual property valuation (10)
- international valuations (10)
- M&A valuations (10)
- marital dissolution/divorce (12)
- market approach (1)
- market comparables (16)
- methodology (2)
- practice management and growth (1)
- private company comparables (9)
- private company transaction data (3)
- public company comparables (10)
- S corps (5)
- standards of value (5)
- tax valuations (5)
- technology transfer (1)
- valuation for commercial disputes (1)
- valuation for partnership agreements (4)
- valuation method (3)
- valuation methods & approaches (48)
- valuation of minority interests (4)