Posted on June 2, 2011  

September Meeting

Date: Thursday, September 15, 2011

When: Noon-1.30pm

Where: Schechter Dokken Kanter at 100 Washington Ave S, Ste 1600, Mpls, MN

Topic: TBD.

Lunch is provided.

Please contact Dennie O’Leary at ODennie@hotmail.com to confirm.

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Thanks!

Thank you to John Heidebrecht for reviewing some of the latest case decisions at the May meeting.

Cases of note:  Estate of Saunders v. Comm’r, Estate of Foster v. Comm’r, Boltar LLC v. Comm’r, Microsoft/Supreme Court Patent Case, Estate of Black v. Comm’r, and Federal Rules of Evidence changes revolved around subsequent events/Daubert challenges in federal BV cases, FLP/discounted values, conservation easement valuations, Federal Rules of Civil Procedure, etc.   Attendees commented on their experience with these types of valuations which generated several lively discussions. 

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Looking Ahead…

The Annual Board Member’s Meeting will be held in June or July. Your comments and concerns are welcome – email Dennie O’Leary ODennie@hotmail.com anytime.

Possible speaker: Tom Helling will ask Rob Slee if he is available to present his cost of capital models for BV-22.

BV-22 is tentatively scheduled for Wednesday, February 1, 2012, at the University of St. Thomas in Minneapolis, Minnesota.

We generally have two planning committee volunteers from each sponsoring association: ASA, NACVA, and NCCIBA.  Please contact John@BHExperts.comJohn Heidebrecht if you are interested in joining the planning team or have suggestions for topics/speakers.

Proposed meeting schedule for 2011-2012:

• September 15, 2011
• October 20, 2011
• November 17, 2011
• December 15, 2011
• January 19, 2012
• February 1, 2012 (tentative date for the 22nd Annual Business Valuation Conference)
• March 12, 2012
• April – NO MEETING due to tax deadlines
• May 17, 2012

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Say “Cheese”!

Don’t forget: You can add your picture to your NCCIBA profile!

If you are unsure how to do this, e-mail your photo to ODennie@hotmail.com or LGiannetti@Shenehon.com.  Either PDF or JPEG/JPG format is ok. The bigger the file, the better (small file sizes creat blurry pictures.)