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2018 | 52nd Annual Heckerling Institute on Estate Planning

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.  While we work with many of you on your business appraising needs, CVS appreciates starting new relationships, too. Proud Sponsorship Commitment.  Please stop by our sponsorship exhibit to […]

Business Valuation News | October 2017

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.  The taxpayer originally asserted […]

For: Immediate News Release

Corporate Valuation Services, Inc. is pleased to announce that James S. Arogeti CFA, CVA just attained the highly coveted Chartered Financial Analyst (CFA) accreditation.  The CFA Charterholder is recognized worldwide for financial acumen and commitment to the science of finance.    Please see below link:  Announcement: James S. Arogeti CFA, CVA 

CVS Opens South Florida Office (Naples)

Corporate Valuation Services, Inc. (CVS) is pleased to announce the opening of its newest office in Naples, Florida.  This office will support the surging Private Client Tax and Estate practice.  Additionally, CVS will work on Corporate and Family Law engagements including related litigation support services.  CVS will assist in business valuations, forensic accounting, and litigation […]