News Center: Calendar Of Events

U.S. Tax Court Judge David Laro


Event Chairman:
Recognized speaker and author
Mel Abraham, CPA, CVA, ABV, ASA

September 18, 2008
University of San Diego
Joan B. Kroc Peace & Justice Theater

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The time has come to resolve the conflicts in the lack of marketability discount theories.

Join U.S. Tax Court Judge David Laro along with leading lawyers, appraisers, and academics in the business valuation profession for a debate and discussion on the conflicting theories related to the lack of marketability discount.  From the Mandelbaum case to Dr. Bajaj, the theories will be analyzed and reconciled to produce a single lack of marketability discount method.  

Summit discussions will include:

• Current analysis of Section 2036 and the leading business valuation cases
• Solutions for admissibility of expert testimony
• New models for handling the built-in capital gains discount
• Expert guidance on how to design family limited partnerships to achieve maximum valuation discounts
• The chance to work with the profession’s leaders to standardize this contentious practice issue  
  

Faculty Includes:

• Professor Grayson McCouch, University of San Diego School of Law
• Professor Michael Devitt, University of San Diego School of Law
• Lance S. Hall, ASA, FMV Opinions
• Professor Ashok Abbott, University of West Virginia
• Dr. Mukesh Bajaj, University of California, Berkeley, Haas School of Business
• Z. Christopher Mercer, ASA, CFA, Mercer Capital
• John Porter, Esq. Baker Botts, LLP
• Charles Rettig, Esq. Hochman, Salkin, Rettig, Toscher & Perez, P.C.
• Marc Vianello, Vianello Forensic Consulting, L.L.C.

Event Chairman:
Recognized speaker and author Mel Abraham, CPA, CVA, ABV, ASA
 
Presenting Sponsor:
Business Valuation Resources, LLC

MCLE Credit Information The University of San Diego School of Law is a State Board of California approved MCLE provider, and certifies that this activity is approved for MCLE credit in the amount of 8.50 hours of general credit CPE Credit Information Earn Interactive CPE Credits (Consulting Services) Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org NASBA Sponsor