US Tax Court Cases & Valuation: Jones, Grieve and Kress

Sep 15

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.

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.

Welcome Baria!!

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.

Let’s start with Kress v. United States - what makes the Kress case important in the valuation community?
What are some other important valuation issues in the Kress case?
What do you see as the main take aways from Kress?
Now, let’s discuss the Estate of Jones v. Commissioner case, what is specific valuation issues are handled in Jones?
What do you see as the main take away from Jones?
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?

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

http://www.MediatorPodcast.com

Cell: (314) 541-8163

Baria Jaroudi

CPA/ABV, CVA, CBA

FVLS Senior Manager