June 2011, Volume 16, Number 9

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.



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. 


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


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.)