Primus Valuations

Videos


How Valuation Works
What is the story that needs to be told?  The story is what wins.  “It makes sense to me!”

Keeping Tax Benefits and Avoiding Audits
Our valuations don’t attract audits, and don’t ask the client to overpay either; results that help preserve valuable lawyer/client relationships.

Winning Valuation Saves Ranch
A very satisfying success story about good lawyering and a winning valuation that is, indeed, saving the ranch for future generations.






News


The Colorado Valuation Symposium 2011: Appraisals and Your Taxes (http://www.cocoapp.org) This Symposium will be of timely and even critical interest to users of val..

The Third Annual National IRS Symposium on Valuation Issues This is the place for candid dialogue and keys to tax compliance success. The program offers more t..

Estate Plans in Chains - the Unfortunate Trend Toward Unnecessary Discount Caps LISI Estate Planning Newsletter #1802 (Leimberg Information Services, Inc. Subscribe at www.leimberg..



Case Study


  1. Case 4 - Damages in Paradise Dennis Webb 18-Aug-2011
  2. Case 3 – When Partnerships Deteriorate Dennis Webb 16-Jun-2011
  3. Case 2 – Agreement Blind Spots Revealed Dennis Webb 30-Apr-2011
  4. Case 1 – Tax Court Tool Blunts IRS Challenge Mark Palmer 03-Mar-2011
  5. Case 1 - A Great Year for Discounted Gifts - but with a cautionary tale from Ludwick Mark Palmer 02-Mar-2011


Blog

  1. IRS Symposium Proceedings Summary Dennis Webb 11-Jun-2011
  2. The Elephant in the Room Dennis Webb 26-May-2011
  3. Taxpayers and Short Sticks Dennis Webb 23-Apr-2011
  4. Ponzi Economy Dennis Webb 08-Jan-2011
  5. Financial Meltdown Redux Dennis Webb 06-Apr-2010