Publishing & Presentations

So, You’re Ready to Leave… What’s it Worth to You?

Author By: Tony Garvy, ASA, CPA/ABV/CFF, CVA, FCPA, CDFA Co - Author By: James S. Arogeti, CFA, CVA

June 2017

Tony Garvy, ASA and James Arogeti, CFA recently co-authored the article, “Personal Goodwill: Can We Limit the Subjectivity” in the DuPage County Brief Magazine (February 2021)

Tony Garvy, ASA, CPA, ABV & CFF and James Arogeti, ABV & CFF, reveal the “Three models for determining a credible allocation of Goodwill”

Florida Business Valuation Case: Marriage of Cooksey (Case No.: 2016-DR-0021) articulates the need of your appraiser / financial expert witness to tie their Opinion of Value to actual facts within the Case and not simple a conclusions on subjective, non-factual basis. This is particularly true in the allocation of a company’s goodwill.

Personal goodwill: Can we limit the subjectivity? Authored By: James S. Arogeti, CFA, Co- Author : Tony Garvy, ASA Goodwill is a catch-all term. It is an expression used by professionals and academics to recognize a company’s value above its tangible assets. In accounting, it is only recognized after a transaction occurs.

Personal goodwill: Can we limit the subjectivity? Authored By: James S. Arogeti, CFA, Co- Author : Tony Garvy, ASA Goodwill is a catch-all term. It is an expression used by professionals and academics to recognize a company’s value above its tangible assets. In accounting, it is only recognized after a transaction occurs.

Happy New Year To You! Corporate Valuation Services, Inc., looks forward to seeing you later this month at the 2018 Heckerling Institute on Estate Planning Orlando, FL.

Is Your CPA Prepared to Testify? In a recent court case from Nov. 17, 2017, a dissenting shareholder matter is a good reminder that it is selecting the right appraiser can make substantial difference between winning and losing. Springer v. The Library Store (2017 IL App (3d) 160577-U

Tax Case Utilizes Formula to Appraise Donated Remainder Interest Taxpayer Grossly Overstates Deduction and Penalties Apply In RERI Holdings I, LLC V. Commissioner, 2017 USTC LEXIS 33 (July 3, 2017) the US Tax Court determined a value of just below $3.5MM for a interest that held a real estate partnership interest.

For Immediate Release:

OFFICES IN CHICAGO & NAPLES (PRWEB) JULY 28, 2017

Business continuity has become a hot topic in the financial advisory industry. This is partially attributable to the generation gap. 

So, You’re Ready to Leave…What’s it Worth to You?

Corporate Valuation Services, Inc. is pleased to announce that James S. Arogeti CFA, CVA just attained the highly coveted Chartered Financial Analyst (CFA) accreditation.

For Immediate Press Release: March 2016

Published By: Tony Garvy, ASA

One of the economic benefits of proper tax planning: One of the many reasons to engage in estate and general tax planning is to transfer assets and future economic benefits to one’s beneficiaries. High net worth individuals and families who plan ahead and work with knowledgeable advisers, including estate planning attorneys

Published By: Tony Garvy, ASA and James Arogeti, CVA The Ninth Circuit Court Appeals’ recent reversal of the Tax Court in Estate of Natale B. Giustina v. Commissioner provides appraisers, tax planners and their clients with some much needed clarity on the appropriate valuation methods for minority interests in limited partnerships and holding companies

In 2Q 2014 CVS provided Continuing Legal Education presentations to six law firms in Chicagoland. Click for free CLE Luncheon. Our summer presentation: How to Review and Cross Examine an Expert Witness Report.