Program Details
On Demand

The Advanced Summit on Business Valuation 2010: Resolving Tax & Legal Issues, Part One

Content Partner:  Georgetown University Law Center
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Price: $230.00*
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The Advanced Summit on Business Valuation: Resolving Tax & Legal Issues is the only
gathering of top appraisers, lawyers, judges and regulators in taxation and valuation. Attendees at this one-of-a-kind assembly will gain first-hand knowledge and insights from those setting the standards, those following them, and those interpreting them. Join us in the nation’s capital for this can’t-miss event hosted by Business Valuation Resources and Georgetown Law CLE.

In Part One, our conference chairs review their unique perspectives on how decisions from Congress, the Tax Court, the Internal Revenue Service and improvements in financial analysis standards are colliding and what leading lawyers and business appraisers can do best to represent their clients.

Next, in their only joint public meeting this year, three of the most important leaders from the Internal Revenue Service will discuss the implementation, enforcement and appeals of Service regulations. You will have the opportunity to hear directly from those
making the decisions that impact your practice.

It can be argued that 2010 has produced more precedent-setting Tax Court decisions
which opine on valuation case law than any previous period. In the next panel, you will discuss recent trends in valuation case law and what these mean for the practice of
business valuation in trust and estates and tax engagements.

Effectively presenting testimony as a financial expert can go far beyond knowledge of the case, professional standards, or the expert report. This next presentation will show how expert witnesses can excel beyond the basics, including: strategy for expert witness
selection; expert testimony admissibility; expert reports; maximizing your expert
witness testimony; and an analysis of the proposed amendments to FRCP 26 set to
take effect December 1, 2010.

After hearing how expert witnesses can prepare effective testimony, hear directly from the judges as they express their views on how that testimony is received and what is expected of the expert witness. This panel will offer their candid perspectives and is critical for those involved in tax controversies.

Program Agenda

8:00-8:05 am: Introduction & Key Topics – Where Are We Headed?
8:05-9:15 am: IRS Valuation Managers Roundtable: Engineering & Appeals
9:15-10:00 am: Tax & Business Valuation Case Law Update: Holman & Beyond
10:00-10:15 am: Networking Break
10:15-11:00 am: Excelling in Court: Daubert Challenges to Expert Witnesses
11:00 am-12:00 pm: Three U.S. Tax Court Judges: What Makes an Expert Beyond Belief?

Practice Areas: Business Organizations & Contracts, Corporate & Securities, Corporate Governance, Tax Law
Online Media Type: Video, Audio
Production Date: 11/10/2010
Level: Intermediate
Category: Standard
Duration: 3 Hours, 35 Minutes
Online Format: On Demand

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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Total Credits: 3.5
Specialty Credits: 
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Hon. Robert A. Wherry, Jr. - U.S. Tax Court
Jeffery A. Myers - Internal Revenue Service
William H. Frazier, ASA - Howard Frazier Barker Elliott, Inc.
John W. Porter - Baker Botts LLP
Mel H. Abraham - Mel H Abraham, Inc.
Prof. Michael R. Devitt - University of San Diego, School of Law
Diane S. Ryan - Internal Revenue Service
Hon. David Gustafson - U.S. Tax Court
Jay E. Fishman - Financial Research Associates
Susan M. Kurzweil - Internal Revenue Service
Hon. David Laro - U.S. Tax Court
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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