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Ludwick: A Wake-up Call For Lawyers

"There is a lot of conversation so far, and there will be a lot of worry, about what Ludwick means for valuing tenancy-in-common (TIC) interests in vacation homes (for sure) and maybe for valuing TIC interests generally.  Rightly or wrongly, it has the potential to influence valuation practice, and will almost certainly be used by the IRS to challenge discounts…"

Steve Leimberg's Estate Planning Newsletter Issue 1697, August 17, 2010

The Newsletter is a publication of Leimberg Information Services, Inc., which provides Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning Newsletters.

 

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What is it (Really) Worth?

An open challenge to the appraisal profession

— Dennis A. Webb

Appraisal Institute 2010 Fall Event

September 17-19, 2010 • Beaver Run Resort Breckenridge, Colorado


The Value in … Discounts (panel):  Partial interests valuations and discounts

IRS Valuation Summit

August 24, 2010 • Century Plaza Hotel • Los Angeles, California


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