US Tax Court Cases & Valuation: Jones, Grieve and Kress
Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.\xa0 My name is Melissa Gragg, a business valuation expert in St. Louis Missouri. \xa0
Today I have the privilege to interview Baria Jaroudi, an accountant and valuation expert in Houston, Texas. We are going to discuss US Tax Court Cases & Valuation Issues in a few recent cases: Estate of Jones v. Commissioner and Pierson Grieve v. Commissioner, as well as Kress v. United States.\xa0
Welcome Baria!!\xa0
So we both are current instructors in a course for recertification, created by NACVA and called Current Updates in Valuations or CUV for short, and part of the presentation is providing updates on recent court cases. \xa0
- \xa0Let\u2019s start with Kress v. United States - what makes the Kress case important in the valuation community?\xa0
- What are some other important valuation issues in the Kress case?
- What do you see as the main take aways from Kress?
- Now, let\u2019s discuss the Estate of Jones v. Commissioner case, what is specific valuation issues are handled in Jones?\xa0
- What do you see as the main take away from Jones?\xa0
- How about Grieve v. Commissioner? What are the valuation issues handled in Grieve?
- What do you see as the main points for the Greive case?\xa0
Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com\xa0
http://www.MediatorPodcast.com\xa0
Cell: (314) 541-8163\xa0
\xa0
Baria Jaroudi\xa0
CPA/ABV, CVA, CBA\xa0
FVLS\xa0 Senior Manager\xa0
BJaroudi@BVCCPA.COM\xa0
main: 713\u2011667\u20119147\xa0
fax: 713-667-1697\xa0
Nine Greenway Plaza, Suite 1700\xa0
Houston, TX 77046\xa0