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2015 Federal and State Case Law Update




 2015 Federal and State Case Law Update
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Participants need a background in the subject area and a desire to keep current.
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Behavioral Ethics
Item Number: 15PBVPITT16D
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

Federal tax valuation can be a complex process for professionals as well as their clients. Numerous court cases have furnished guidance on tax valuation issues and assistance with navigating the numerous minefields. This practical review of court cases and valuation issues deals with various types of clients and situations, providing guidance in resolving valuation issues and maintaining compliance with tax code, regulations, and court decisions. Valuators, CPAs, financial planners, tax planners, attorneys, etc., dealing with wealth-preservation strategies either personally or on behalf of others will benefit from attending this session. State-level valuation case law should be of interest to any practitioner in the litigation support arena.

Learning Objectives

After completing the session, attendees will be able to:

- Discuss the court cases and their impact on clients and practices
- Describe any changes to tax code, regulations, and court decisions

Who Should Attend

Any practitioner who desires to stay on the leading edge of federal and state case law

Presenter(s)

Peter Agrapides, MBA, CVA
Mr. Peter H. Agrapides is a principal with Western Valuation Advisors, where his practice focuses primarily on valuations for gift and estate tax reporting, litigation support, financial reporting, and buy-sell engagements. These engagements have ranged from the valuation of small, family owned businesses to companies with over $1 billion in revenue.

Mr. Agrapides has extensive knowledge of valuation related judicial case law. He produces a regular column in The Value Examiner®, a national professional development journal published bi-monthly by the National Association of Certified Valuators and Analysts™ (NACVA®). Mr. Agrapides’ column highlights both federal and state-level court opinions. Mr. Agrapides also produces a monthly column that appears in the NACVA QuickRead™ and KeyValueData®’s Case Law Monitor. He is also a frequent lecturer on the subject of judicial perspectives and trends in the valuation profession.

Mr. Agrapides was elected to serve on NACVA’s Valuation Credentialing Board in 2010 and is a member of the Current Update in Valuations instructor team.

Mr. Agrapides was named NACVA’s Outstanding Member in November 2010.

Mr. Agrapides received his BA in Economics from the University of Utah, and MBA from the Gore School of Business at Westminster College in Salt Lake City, Utah. Mr. Agrapides holds the Certified Valuation Analyst® designation from the NACVA.