312-324-0376

Follow Us

Business Valuation Expert’s Release 2017’s New Article Understanding RIAs in Valuation Demands

For Immediate Release: OFFICES IN CHICAGO & NAPLES (PRWEB) JULY 28, 2017 Published Article Summary: Business continuity has become a hot topic in the financial advisory industry. This is partially attributable to the generation gap. The Baby Boomers who have greatly expanded the landscape of the financial advisory industry are now contemplating retirement or selling their […]

Understanding RIAs Article: Author By: Tony Garvy, ASA Co-Authored By: James S. Arogeti, CFA

So, You’re Ready to Leave…What’s it Worth to You? Business continuity has become a hot topic in the financial advisory industry.  This is partially attributable to the generation gap.  The Baby Boomers who have greatly expanded the landscape of the financial advisory industry are now contemplating retirement or selling their ownership interests The Industry has […]

Who Doesn’t Like A Good Discount?

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 […]

Authors Tony Garvy and James S. Arogeti – Illinois State Bar Association Trusts & Estates Article

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 as […]

2Q 2014

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.