ACFLS Bay Area Dinner in Oakland, May 14, 2019
May 14 @ 6:00 pm - 8:00 pm$60.00 – $65.00
Speaker: Larry Moskowitz, J.D.
Title: “Representing the Business Owner Spouse”
1. The recent case of IRMO Brooks (decided 3/27/19) and IRMO Brandes on characterization
2. Valuation criteria (Rev. Rul. 59-60, IRMO Hewitson, IRMO Honer)
3. Selection of valuation experts and maximizing the expert’s credibility
4. Miscellaneous tips: joint or separate valuation experts, sharing of documents with the other side (see Davenport), strategic concessions)