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2013 Federal and State Case Law Update

Business Valuation

 2013 Federal and State Case Law Update
CPE Credit

Program Type: Recorded Webinar(Audio, PPT)
Program Level: Update
Prerequisites: Participants need a background in the subject area and desire to keep current.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting (Governmental)
Item Number: 13PBV1209
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 given the industry 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 Castro is Manager of Wasatch Business Valuation & Litigation Support Services, LLC, based in Sandy, UT, and Senior Advisor, Middle Market Investment Banking with Brown Gibbons Lang & Co., where he leads the firm's UT operations. He is also the Associate Editor for the Journal of Business Valuation and Economic Damages. Mr. Castro is a Vassar College, Cornell Law School (JD), Fairleigh Dickinson University (MS in Taxation), and University of Portland (MBA) graduate.

Although he maintains a general valuation and litigation support practice, his valuation and litigation support practice incorporates advanced quantitative methodologies (Monte Carlo, Real Options, etc.) in the reports. These methods are regularly used especially in the IP, healthcare, estate and gift, and the marital context. As a Senior Advisor with Brown Gibbons Lang & Co., he is a generalist—a status that he expects will change shortly—and is active with UT-based incubators, the Utah Technology Council, ACG of Utah, Salt Lake County CFA Society, and the Mountain West Capital Network. Roberto served in 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).