For years, President Obama has had a proposal to restrict or eliminate valuation discounts for transfers of interests in family-owned businesses included in his budget proposal since his election. However, in its most recent budget, this proposal was missing. Unfortunately, this does not necessarily mean that the topic has been forgotten or ignored. Instead, the […]
IRS to Eliminate Discounts in Family Business Valuations? Read More »
Trugman Valuation Associates, Inc. congratulates Linda Trugman on her election as International Secretary/Treasurer of the American Society of Appraisers. Elected by her peers, this is the first step in the Executive Committee ladder of ASA and will involve her active participation on the organization’s Board of Governors. Linda’s term begins on July 1, 2013. Trugman
Linda Trugman Elected to International Secretary/Treasurer of ASA Read More »
Trugman Valuation Associates, Inc. congratulates William Harris on becoming an Accredited Senior Appraiser as designated by the American Society of Appraisers. Mr. Harris has completed the Society’s appraisal designation program, which is one of the industry’s most vigorous and difficult designations to achieve. His accomplishment has earned him the right to bear the “ASA” credentials
William Harris Becomes an Accredited Senior Appraiser Read More »
Do you want to use part-time practitioners who are slow and looking for something to do, or do you want to utilize the services of those of us who practice in the business valuation and litigation support service areas on a full-time basis? A recent article in AccountingWEB speaks about this trend. Click here to
Using Part-Time Practitioners? Read More »
Trugman Valuation Associates is pleased to announce that its most recent newsletters have been posted here. If you do not already subscribe to this newsletter and would like to, click here. Trugman Valuation Associates’ business valuation and litigation support services have been rendered for a variety of purposes including, but not limited to, family law
Winter and Spring 2013 Newsletters Posted Read More »
On March 26, 2012, the Tax Court issued what has been heralded as a ground breaking decision in Wandry v. Commissioner, T.C. Memo 2012-88. The Court upheld a stated dollar value defined value clause of gifts of LLC interests, in which no charity was involved in the formula allocation. A Notice of Appeal to the
Wandry appeal dropped Read More »
Trugman Valuation Associates is pleased to announce that its most recent newsletter has been posted here. If you do not already subscribe to this newsletter and would like to, click here. Trugman Valuation Associates’ business valuation and litigation support services have been rendered for a variety of purposes including, but not limited to, family law
Fall 2012 Edition of Valuation Trends Has Been Posted Read More »
You may recall the Wandry decision from earlier this year (Joanne M. Wandry, et al. v Commissioner, TCM 2012-88 – see our write up here. Well, the IRS filed an appeal with the 10th Circuit Court of Appeal on August 28. We will update you as more information becomes available. Trugman Valuation Associates’ business valuation
Wandry Case to be Appealed Read More »
Trugman Valuation Associates is proud to announce that the 4th Edition of Gary Trugman’s Understanding Business Valuation has been published by the AICPA. This edition is full of updated and new information and can be purchased from the AICPA by clicking here. Trugman Valuation Associates’ business valuation and litigation support services have been rendered for
4th Edition of Understanding Business Valuation Now Available! Read More »
Congratulations to William Harris, one of our financial analysts. Several months ago, he earned his Accredited Member designation in Business Valuation from the American Society of Appraisers. This required him to take four business valuation courses and pass four three hours exams. He also was required to pass both an ethics and standards exam, and
William Harris Earns Respected Designations Read More »