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2014 Federal and State Case Law Update

 2014 Federal and State Case Law Update
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Update
Prerequisites: Participants need a background in the subject area and a desire to keep current.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Behavioral Ethics
Item Number: 14PBVCUV1020
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 this webinar, 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


Roberto H. Castro, ESQ, MST, MBA, CVA, CVPA
Mr. Roberto H. Castro is manager of Central Washington Appraisal, Economic & Forensics, LLC,, an active Washington State attorney, and business broker with Murphy Business & Financial, LLC's, Pacific Northwest's office. ( He is based in Chelan County, which allows him to cover Central Washington.

In addition, Roberto is senior advisor, Middle Market Investment Banking with Brown Gibbons Lang & Co., a middle market investment bank where he previously he led the firm's Utah operations. In his spare time, Roberto serves as the associate editor for the Journal of Business Valuation and Economic Damages, officiates PAC 12, WAC, and WCC tennis matches, and enjoys road biking.

Roberto is a Vassar College, Cornell Law School (JD), Fairleigh Dickinson University (MS in Taxation), and University of Portland (MBA) graduate. Since returning to Washington State, he has focused developing a niche to value wineries, breweries, and cooperatives. He still maintains a general valuation and litigation support practice. Roberto served on the editorial advisory board to Shannon Pratt and Alina Niculita's The Lawyer's Business Valuation Handbook: Understanding Financial Statements, Appraisal Reports, and Expert Testimony (2nd edition 2010) (ABA Publishing).