Publishing & Presentations

Understanding RIAs In Valuation

Saturday, March 27th, 2021

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

Personal Goodwill: Can We Limit the Subjectivity?

Sunday, February 21st, 2021

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)

Allocation of Goodwill: Can We Limit the Subjectivity?

Thursday, September 24th, 2020

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

Business Valuation Family Law Update

Sunday, February 24th, 2019

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.

Business Valuation News | August 2018

Sunday, August 12th, 2018

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.

Family Law ISBA April 2018 Published Article

Wednesday, April 4th, 2018

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.

2018 | 52nd Annual Heckerling Institute on Estate Planning

Sunday, March 25th, 2018

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.

Business Valuation Update | February 2018

Sunday, February 25th, 2018

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

Business Valuation News | October 2017

Wednesday, October 4th, 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.

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

Friday, July 28th, 2017

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. 

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

Thursday, April 6th, 2017

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

For: Immediate News Release

Saturday, March 25th, 2017

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

Who Doesn’t Like A Good Discount?

Saturday, March 5th, 2016

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

Sunday, April 5th, 2015

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

CVS Opens South Florida Office (Naples)

Wednesday, March 25th, 2015

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.

2Q 2014

Friday, July 4th, 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.

 

Schedule a Continuing Legal Education (CLE) MCLE Certified Presentation with a Complimentary Luncheon at Your Office!

Schedule a Presentation

 

business meeting

Our Professionals hold accreditations by the American Society of Appraisers, American Institute of Certified Public Accountants, National Association of Certified Public Valuation Analysts underscoring our commitment to the highest level of expertise in Business Valuations, Financial Modeling, Forensic Accounting and Financial Expert Witness Testimony.

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