Litigation & Dispute Resolution

June 17, 2019

How to Present Complex Finance to Judges

Originally presented at the 2019 AAML/BVR National Divorce Conference in Las Vegas, in this session, Z. Christopher Mercer, FASA, CFA, ABAR delves into more than 30 years of experience presenting complex valuation and damages issues to judges and juries.  One of the key ideas of effective communication is the KISS principle, or “keep it simple, stupid.” The question is, how can we do that?  Chris provides the techniques and templates necessary to communicate your position, and your opponent’s position, in such a way that judges can hone in on and understand the most important information and why it’s important.

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WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
This webinar provides attorneys with an in-depth review of the salient valuation topics from the recent Tax Court decision, Pierce v. Commissioner.
WEBINAR REPLAY: Valuing a Business for Estate Planning Purposes Amid a Potential Sale: What Estate Planners Must Know
WEBINAR REPLAY: Valuing a Business for Estate Planning Purposes Amid a Potential Sale: What Estate Planners Must Know
The purpose of this webinar is to ensure attorneys understand how ongoing or anticipated transaction activity can significantly impact fair market value determinations for gift and estate tax purposes. Using the framework of IRS Chief Counsel Advice 202152018 and real-world transaction dynamics, the webinar addresses how potential or ongoing sales activity affects appraisals for gift and estate tax reporting.
While You’re Thinking About Taxes…A Guide to Understanding Tax Returns in Divorce
While You’re Thinking About Taxes…A Guide to Understanding Tax Returns in Divorce
In this timely theme of tax season, we are resharing Mercer Capital’s Navigating Tax Returns: Tips and Key Focus Areas for Family Law Attorneys and Divorcing Individuals / Business Owners. The piece provides a practical framework for interpreting tax returns in the context of divorce, helping attorneys and divorcing parties identify income sources, evaluate assets and liabilities, and recognize areas that may warrant further analysis or forensic review.

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