Press Room: Valuation

June 25, 2010

Handa and Loer to Present on Valuation Considerations for Tax Planning

Petra Loer and Kurtis Handa to Present on Valuation Considerations for Implementing Tax Planning Strategies San Francisco, CA, June 29, 2010 — Handa and Loer will highlight situations in which valuations are required for tax  Read More

August 11, 2010

WTAS Team to Speak at IRS Valuation Summit

Los Angeles, CA, August 24, 2010 — This team of panelists – Tim Croushore, Keith Dolabson, Eric Garfield, Brian Gray and Bob Kies – will present a program that will address current issues involving the  Read More

October 05, 2010

2010 Estate Planning Opportunities Discussed at IRS Valuation Summit

On August 24, 2010, the Southern California Chapter of the Appraisal Institute IRS Valuation Summit debuted with panel discussions focused on the 2010 repeal of the federal estate tax, and the return on January 1, 2011 to a 55%  Read More

November 19, 2010

Freeman and Coombs to Speak on ASC 740 – Valuation Allowances

February 3, 2011 — David Freeman and Luke Coombs, WTAS Managing Directors, will provide an overview of the requirements for recognizing or derecognizing valuation allowances associated with deferred tax assets. ASC 740 requires a company to  Read More

December 16, 2010

Richard Mackenzie to Speak at Divorce Finance Summit

February 1, 2011 — The increasing financial complexities in divorce make understanding financial information and tax consequences in matrimonial matters essential to your effectiveness as a family law practitioner. The objective of the financial summit  Read More

December 17, 2010

Appellation Values and Amortization Benefit

An appellation or American Viticultural Area (AVA) is a grape-growing region distinguishable by geographic features only, the geographic boundaries of which are defined by the Alcohol and Tobacco Tax and Trade Bureau. California  Read More

January 13, 2011

WTAS Promotes Four Directors Across the Nation

WTAS increased their Managing Director count to a total of 96 throughout 14 offices as the result of the promotion of four Directors. The internal promotes included Jeremy Booth of New York Private Client Services,  Read More

February 03, 2011

Why You Should Care About 409A Valuations

VentureBeat By: Petra Loer and Kurtis Handa, WTAS Managing Directors Some entrepreneurs consider 409A valuations a necessary evil.  But too many aren’t particularly familiar with this particular section of the  Read More

May 03, 2011

Garfield to Speak at Real Estate Syndication Summit

May 21, 2011 — Dynamics Capital Group presents Real Estate Syndication Summit on May 21, 2011. This exclusive networking opportunity will include Eric Garfield, WTAS Director. Garfield will speak on Opportunities in Commercial Real Estate & Compensation  Read More

June 13, 2011

Section 409A Valuation Considerations

Section 409A regulates the treatment of nonqualified deferred compensation (NQDC) paid by a “service recipient” to a “service provider” for federal income tax purposes. Sec. 409A has a measurable  Read More

  1. 1
  2. 2
  3. 3
  4.  … 
  5. 5
  6. »