Estate of Jones: Valuing Gifts of LP Interests in Income-Producing Real Estate
The U.S. Tax Court addressed several key business valuation issues in a recent gift tax case.
Doug is a Partner with Brisbane Consulting Group, LLC providing business valuation, forensic accounting, and litigation support services. He has extensive valuation experience and has served as a financial consultant and expert to attorneys in the economic aspects of matrimonial dissolution. Doug has experience consulting with publicly traded entities and valuing a variety of closely held companies in connection with mergers, acquisition and divestitures, business combinations, estate and gift tax planning, ESOPs, and purchase allocations.
Doug has experience in the quantification of lost income in determining Business Interruption Claims for insurance adjusters. He has assisted clients and adjusters in the preparation of the claim, the determination of extra expenses, and inventory loss and settlement negotiations.
State University of New York at Buffalo, Bachelor of Science Degree in Business Administration with concentrations, Accounting and Finance
American Institute of Certified Public Accountants
- AICPA Accredited in Business Valuations (ABV)
- AICPA Certified in Financial Forensics (CFF)
American Society of Appraisers, Accredited Senior Member
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams – Financial Advisor
Chesterton Academy of Buffalo, Past Board Member
Community Services for the Developmentally Disabled, past Chairman of the Board
Girl Scout Council of WNY, Past Treasurer
Brisbane Consulting Group, LLC is a wholly owned subsidiary of Lumsden & McCormick, LLP, Certified Public Accountants.