Our Newsletters

As a service to our clients and colleagues, Brueggeman and Johnson Yeanoplos, P.C. offers the FCG Estate and Gift E-Flash e-mail estate update service and Litigation & Valuation Report newsletter. Below, you will find decriptions of the most recent editions as well as links to their electronic versions.

If you would like to subscribe, send an email to us at valuations@bjyvalue.com. Include your name, the name of your business, your complete mailing address, your active e-mail address, and your practice area. Tell us which newsletter or service you would like to receive, and you will begin receiving your subcription(s) with the next edition, free of charge.

FCG Estate and Gift E-Flash

If you specialize in estate planning, subscribe to our FCG Estate and Gift E-Flash estate update service. As decisions are handed down, Brueggeman and Johnson Yeanoplos, P.C. will e-mail you the details.

The most recent E-Flash citation and summary are below.

Citation:

Astleford v. Commissioner, T.C. Memo. 2008-128, May 5, 2008

Summary:

The Tax Court calculated the discounts for lack of control and marketability for a family limited partnership and a 50% interest in a related general partnership owned by the FLP. (Read More....)

Litigation & Valuation Report

The Litigation & Valuation Report provides you with timely articles about developments in the litigation and valuation industry. Full-color print issues are mailed to subscribers six times a year. Click on the image to the right for an electronic copy of the latest edition.

In the May/June 2008 issue, you will find:

A financial expert's role in alter-ego cases

This article explains how valuation experts can provide insight into whether particular corporate practices, such as shared services or related-party transactions, are appropriate or indicate an improper "alter-ego" relationship.

Fraud's a factor in solvency analysis

This article discusses a recent case that addresses issues regarding fraud's impact on insolvency: Edgewater Medical Center v. Edgewater Property Company, 373 B.R. 845 (Bankr. N.D. Ill. 2007).

Something to Prove

Courts increase burden on experts

This article summarizes three recent cases that highlight the critical role that burden of proof can play in cases involving expert financial testimony:

J.P. Morgan Chase & Co. v. Commissioner, 458 F.3d. 564 (7th Cir. 2006).
Morgan Stanley v. Coleman, 955 So. 2d. 1124 (Fla. App. 2007).
Estate of Thompson, 499 F.3d. 129 (2d Cir. 2007).

How do taxes "affect" S corporation valuations?

This brief article discusses recent cases which show that, though courts won't accept full tax-affecting to reflect remote risks, tax-affecting can still be appropriate in the right circumstances.