Espen Robak

Espen
Robak
President and Founder,
Pluris Valuation Advisors LLC

Espen Robak is President and founder of Pluris Valuation Advisors LLC and a nationally recognized expert on intellectual property and business valuation, restricted and illiquid securities, securities design, levels of value, and discounts for lack of liquidity. Pluris’ practice includes portfolio valuations for investment funds and financial institutions, as well as a broad range of financial reporting and tax opinions for public and private companies. Mr. Robak is a frequent contributor to books and professional journals on valuation, accounting, and taxation topics.

Articles
Merger is Constructive Gift in Cavallaro
In Cavallaro v. Commissioner, (TCM 2014-189), the Tax Court decided a dispute that’s been ongoing since an Internal Revenue Service examination in January 1998.
Valuation Lessons from Estate of Adell
It’s unusual to have an Internal Revenue Service valuation that’s more than 21 times higher than the plaintiff’s valuation.
Built-In Gains Tax Discounts
Espen Robak & Jennifer Cossette offer some insights on the recent decision in Estate of Richmond
Estate Wins Big in Gallagher – Or Does It?
Recent ruling gives fascinating overview of Tax Court’s thinking on a series of valuation problems
Litman Audacity
We could chalk it up to the luck of the draw or extraordinary skill in the courtroom. Either way, the victory by the taxpayers David Litman and Robert
Restricted Securities And Illiquidity Discounts
Tax cases offering guidance on the valuation of restricted securities are few and far between. The U.S. Court of Appeals for the Ninth Circuit in its
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