Valuations http://wealthmanagement.com/taxonomy/term/6606/more en 'People Are The Weakest Link' http://wealthmanagement.com/blog/people-are-weakest-link <div class="node-body blog-body">There’s so much chatter about the flood of cybersecurity threats around financial services firms, and the technology that can hold it at bay, it’s easy to forget most lapses are the result of personal negligence - even among people who should know better. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/people-are-weakest-link" target="_blank">read more</a></p> http://wealthmanagement.com/blog/people-are-weakest-link#comments People Technology Blogs Business Planning College Planning High Net Worth Valuations The Daily Brief Fri, 10 Jul 2015 09:00:00 +0000 940321 at http://wealthmanagement.com Anticipating New Regulations under IRC Section 2704 http://wealthmanagement.com/valuations/anticipating-new-regulations-under-irc-section-2704 <div class="node-body article-body">To combat end runs around IRC Section 2704(b), legislation has been proposed that would create an additional category of restrictions (disregarded restrictions) that would be ignored in valuing an interest in a family-controlled entity transferred to a member of the family if, after the transfer, the restriction will lapse or may be removed by the transferor and/or the transferor’s family.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/anticipating-new-regulations-under-irc-section-2704" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/anticipating-new-regulations-under-irc-section-2704#comments Taxes Valuations Public Thu, 04 Jun 2015 20:24:00 +0000 915621 at http://wealthmanagement.com 12 Highlights from Swann Auction Galleries’ Ascension: A Century of African-American Art http://wealthmanagement.com/valuations/12-highlights-swann-auction-galleries-ascension-century-african-american-art <div class="node-body gallery-body"><p>Swann Auction Galleries&rsquo; Ascension: A Century of African-American Art Sale was held on April 2, 2015 in New York. Here are 12 highlights from the sale.</p> <div style="font-family: Consolas, monospace; font-size: 12px; line-height: normal;"><span style="font-family: Calibri, sans-serif; font-size: 14px; line-height: normal;">All images courtesy of Swann Auction Galleries</span></div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/12-highlights-swann-auction-galleries-ascension-century-african-american-art" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/12-highlights-swann-auction-galleries-ascension-century-african-american-art#comments Valuations Tue, 12 May 2015 15:44:00 +0000 889431 at http://wealthmanagement.com Valuation Discount Considerations With Multi-level Entities http://wealthmanagement.com/valuations/valuation-discount-considerations-multi-level-entities <div class="field-deck"> Prudence, support and reflection are imperative </div> <div class="node-body article-body">Weston C. Kirk offers some insight into the complex world of valuing multi-tier entities</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/valuation-discount-considerations-multi-level-entities" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/valuation-discount-considerations-multi-level-entities#comments Valuations Premium T&E Wed, 25 Mar 2015 15:28:00 +0000 822561 at http://wealthmanagement.com Heritage Auctions' New York "Platinum Night" Sports Auction http://wealthmanagement.com/valuations/heritage-auctions-new-york-platinum-night-sports-auction <div class="node-body gallery-body">Rarity and desirability was the name of the game on Saturday, Feb. 21, 2015 at Heritage Auctions' New York "Platinum Night" sports auction, as more than $9.8 million worth of sports memorabilia changed hands inside the Fletcher-Sinclair Mansion. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/heritage-auctions-new-york-platinum-night-sports-auction" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/heritage-auctions-new-york-platinum-night-sports-auction#comments Valuations Wed, 11 Mar 2015 12:00:00 +0000 807991 at http://wealthmanagement.com A Hall of Fame Endorsement http://wealthmanagement.com/blog/hall-fame-endorsement <div class="node-body blog-body">NBA Hall of Famer Charles Barkley revealed on CNBC’s Closing Bell program last week that he invests with Raymond James Financial. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/hall-fame-endorsement" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hall-fame-endorsement#comments Industry Blogs Valuations The Daily Brief Mon, 16 Feb 2015 10:00:00 +0000 781961 at http://wealthmanagement.com <p><em>Copyright Stephen Lovekin, Getty Images</em></p> 10 Highlights From Swann Galleries' Contemporary Art Sale http://wealthmanagement.com/valuations/10-highlights-swann-galleries-contemporary-art-sale <div class="node-body gallery-body">Swann Auction Galleries’ Contemporary Art Sale was held on November 12, 2014 in New York. 264 works of art were sold. Here are ten highlights from this sale.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/10-highlights-swann-galleries-contemporary-art-sale" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/10-highlights-swann-galleries-contemporary-art-sale#comments Valuations Fri, 13 Feb 2015 11:00:00 +0000 769471 at http://wealthmanagement.com Heritage American Art Signature Auction: 11 by LeRoy Neiman http://wealthmanagement.com/valuations/heritage-american-art-signature-auction-11-leroy-neiman <div class="node-body gallery-body">Eleven pieces originally commissioned by Caesars Palace were sold at Heritage's American Art Signature Auction in New York on November 17, 2014. These paintings by LeRoy Neiman are from the 1980 series "The Girls of Caesars Palace."</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/heritage-american-art-signature-auction-11-leroy-neiman" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/heritage-american-art-signature-auction-11-leroy-neiman#comments Valuations Thu, 05 Feb 2015 15:54:00 +0000 773321 at http://wealthmanagement.com Life Insurance Valuation http://wealthmanagement.com/valuations/life-insurance-valuation <div class="field-deck"> It involves a variety of methods and analytical assumptions </div> <div class="node-body article-body">It’s important for financial advisors and trustees to have a basic understanding of the various techniques used in life insurance valuation. Daniel R. Van Vleet & Leigh Harter offer a helpful primer</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/life-insurance-valuation" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/life-insurance-valuation#comments Insurance Valuations Premium T&E Mon, 22 Dec 2014 21:20:00 +0000 737381 at http://wealthmanagement.com Carried Interest Transfer Valuations http://wealthmanagement.com/valuations/carried-interest-transfer-valuations <div class="field-deck"> Authoritative guidance on this issue is scarce </div> <div class="node-body article-body">Espen Robak addresses the confusing topic of carried interest transfer valuations</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/carried-interest-transfer-valuations" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/carried-interest-transfer-valuations#comments Valuations Premium T&E Mon, 22 Dec 2014 17:49:00 +0000 737141 at http://wealthmanagement.com