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Is the transfer of an interest in a single-member limited liability company (LLC) a disregarded entity valued as a transfer of a proportionate share of the underlying assets owned by the LLC or as a transfer of an interest in the LLC subject to...
Treasury Secretary Tim Geithner told Congress and the nation on Sept. 10, 2009, that the credit crisis was abating. But before the market fully recovers, individuals holding hedge fund investments should consider acting fast to take maximum...
Business valuation analysts have been frustrated for years trying to arrive at a reasonable, plausible, defensible and supportable discount for lack of marketability (DLOM). After spending hours studying and adjusting financials, analyzing market...
Perhaps nothing in business valuation is more controversial than the discount for lack of marketability (DLOM).1 This one adjustment can have a sizable impact on clients' tax obligations. So, naturally, one question frequently lingers in attorneys...
Recent changes in the law have enhanced conservation easements' effectiveness in estate planning. But increased scrutiny by the Internal Revenue Service heightens the need for careful documentation of agreements and for thoughtful valuations of...
Reduced endowments have led to a focus on providing for emergency social needs and shoring up the structures of charities. Is this a short-term or long-term shift?
The Financial Times suggests the way financial products and services are sold need to be completely overhauled. “There is an unhealthy focus on products that sell to advisors, rather than ones clients need.” Editorial on