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Solutions to Financial & Information Issues in
Legal, Litigation & Tax Matters
November 2009 (PDF)
We Can Help You With ...
» Valuation of companies for merger or sale discussions
» Damages analysis and arbitration testimony
» Family business succession planning and values for stock transfers
» Business and stock values for estate and estate tax reporting
» Business value, property settlement, and spousal support in divorce
Tax Treatment of Damages
SBA Limits Loan on Goodwill
In the Courts – Family estate planning takes several IRS hits on steps
February 2009 (PDF)
Where Goes the Estate Plan?
More Lawsuits in Corporate America?
References for Our Business Valuation and Financial Expert Witness Services
Financial Expert News
» Accounting rules change for acquisitions
» Personal bankruptcy filings up
» Proper accounting of lost profit damages using an expert witness
Oct 2008 (PDF)
We Can Help You With ...
» Contractor stock valuation for managers' stock bonuses
» Federal court financial expert witness report in damages matter
» Helping design a management incentive plan
» Advising on potential damage claims in CPA liability issues
» Valuating company shares for discussion of owners' buy/sell agreement values
Tax Options for Lump Sum Pay Settlements
Increasing Need for Succession and Exit Planning for Business Owners
In the Courts - Intellectual Property Damages
In the Courts - Business Valuation Tiered Discounts for Gift and Estate Tax
June 2008 (PDF)
We Can Help You With ...
» Court testimony and analysis in defense of lost profits and lost wages claims
» Estate tax reporting of business values
» Succession planning and stock transfers to family and managers
» Financial issues in breach of contract matters
» Business valuation and financial issues in divorce
» Case analysis in failed business purchase disputes
» Lost profits and extra costs in business purchase without full disclosures
» Recent national litigation issues and business valuation training
Expert Witness Challenges are Increasing in the Court
In the Courts - Family Partnership Best Tax Practices
In the Courts - Business Valuation Support for Expected Earnings and Risks
November 2007 (PDF)
We Can Help You With ...
» Business Valuation for retiring owner
» Lost profits and extra costs claims in a business purchase
» Analysis of the plaintiff's stock valuation for damage claims
» Stock valuation for owners' buy/sell agreement
» Analysis of operating manager's potential misappropriations
» Succession planning for business owners
» Court testimony for lost profits
» Analysis of a buyer's offer to purchase a business.
Critical Issues in Owners' Buy/Sell
Agreements Can Create Chaos.
In the Courts - Federal Tax Treatment of
Proceeds, Legal Fees, and Court Costs.
December 2005 (PDF)
We Can Help You With ...
» Lost profits from a diversion of customers
» Business valuation in divorce
» Lost wages claims
» Stock valuation for owners' buy/sell agreement
» Federal Rule 26 report for financial damages
» Succession planning for business owners
» Stock recapitalization for voting and non-voting shares
Watch Out for Ohio's new CAT Tax
In the Courts - IRS challanges to family partnerships
In the Courts - Rulings on damages matters
April 2005 (PDF)
We Can Help You With ...
» Real Estate lease and option damages
» Personal Injury adn business lost profits claims
» Business value, property settlement, and spousal support in divorce
» Estate and succession planning
National Valuation Expert's Tips for Attorneys for Valuation Reports
In the Courts - Partnership gifts, experts in valuation, forecasts for damages
June 2004 (PDF)
We Can Help You With ...
» Income Tax Check up of Partnerships and Limited Liability Companies
» Qualifying Economic Damages Claims
Kentner Sellers' Seminars Given
Valuation Rules of Thumb
In the Courts - Expert's Damage Analysis Unpersuasive
In the Courts - in Ohio, is Goodwill Marital Property?
December 2003 (PDF)
We Can Help You With ...
» Business Sales and Acquisitions
» Business Valuations for Income, Estate, Gift Tax Planning and Reporting
References
Leveraging Your Financial Expert
In the Courts - Making Sure Damage Claim is Resonable
In the Courts - Tax Exposures for FLPs and LLCs
July 2003 (PDF)
We Can Help You With ...
» Business Valuations for Estates
» Business Damage Claims
Tips for Using Financial Experts
In the Courts - Good Experts
In the Courts - Valuation Discount in Divorce
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