US Tax Court Cases & Valuation: Jones, Grieve and Kress
Manage episode 337076415 series 3379459
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
BJaroudi@BVCCPA.COM
main: 713‑667‑9147
fax: 713-667-1697
Nine Greenway Plaza, Suite 1700
Houston, TX 77046
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