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BVU News and Trends October 2020

A monthly roundup of key developments of interest to business valuation experts.

Cash-starved localities may inflate ad valorem tax valuations

The pandemic has hit local governments hard financially, and they may look to ad valorem taxes on industrial and commercial properties to replenish their coffers.

Best Practices – Thought Leadership in Valuation, Damages, and Transfer Price Analysis

March 2020 Hardcover

Robert F. Reilly, Robert P. Schweihs

Best Practicesincludes more than 1,200 pages of thought leadership on a wide range of topics, including the valuation of private company securities and intangible assets, valuation for property tax purposes, valuation for ESOPs, fair value measurement for financial accounting purposes, transfer price analysis, and economic damages measurement. Learn more >>

BVU News and Trends April 2019

A monthly roundup of key developments of interest to business valuation experts.

Willamette publishes a ‘Best of Insights’ issue

In commemoration of the 50th anniversary of Willamette Management Associates, the firm has put out a special edition of its Insights publication.

BVU News and Trends November 2018

A monthly roundup of key developments of interest to business valuation experts.

BVU News and Trends October 2018

A monthly roundup of key developments of interest to business valuation experts.

Royalty rate data sources

In a recent article by Robert Reilly and Casey Karlsen of Willamette Management Associates, a number of sources were mentioned for identifying arm’s-length intellectual property royalty rate data.

Ad valorem tax valuations may be improperly inflated

Cash-starved localities often use ad valorem taxes on industrial and commercial properties to pump up their coffers.

Willamette’s summer issue of Insights is available

The Summer 2018 issue of Insights from Willamette Management Associates is titled “Thought Leadership in Intangible Asset Valuation, Damages, and Transfer Price Analyses” and is edited by Scott R. Miller.

Willamette’s spring Insights issue is available

The Spring 2018 issue of Insights from Willamette Management Associates is titled “Thought Leadership in Breach of Fiduciary Duty Tort Claims—Valuation and Damages Analyses.”

How the expert in the Amazon trademark case determined a royalty rate

In the recent Amazon Tax Court case, the IRS challenged the valuation of trademarks the company transferred to its overseas subsidiary. But Amazon prevailed, and here's an explanation of the comparable uncontrolled transaction (CUT) method its expert used to sift through thousands of transactions.

Top 10 current issues in bankruptcy valuations

Limited partnership unit sales show large discounts from net asset value

This article focuses primarily on discounts for limited partnership interests, and also mentions discounts from net asset value (NAV) for companies in corporate form, detailing a few of the authors' own experiences in reaching settlements with the IRS.

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