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KTS Newsletters

Periodically, Klaris Thomson & Schroeder, Inc. will present informative newsletters on interesting valuation and appraisal issues, as well as information on our recent engagements.  Be sure to check back soon for new articles, and updated engagement information.

KTS Newsletter - Issue 1

  • The Davis Case: Part Two of Three – By: John A. Thomson, ASA, MAI
  • Valuation of Government Contractor Companies, Part One of Two – By: Ron A. Stramberg, ASA
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KTS Newsletter - Issue 2

  • The Davis Case: Part Three (A) of Three – By: John A. Thomson, ASA, MAI
  • Valuation of Government Contractor Companies, Part Two of Two – By: Ron A. Stramberg, ASA
  • IRS Publishes Final Regulations for "Adequate Disclosure" of Gifts

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KTS Newsletter - Issue 3
  • The Davis Case: Part Three (B) of Three – By; John A. Thomson, ASA, MAI

  • Summary of Adequate Disclosure Regulations – By: Gary Schroeder, ASA
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KTS Newsletter - Issue 4

  • Valuation of Nonmarketable Stock Options – By: Lou DiSilvestro, ASA
  • Ina F. Knight (petitioner), Commissioner of Internal Revenue, (respondent) 115 T.C. No. 36 – By: John A. Thomson, ASA, MAI

  • Strangi Case Decided:  KTS testified as valuation expert for IRS. Estate of Albert Strangi (petitioner) Commissioner of Internal Revenue (respondent)  115 T.C. No. 35 – By: John A. Thomson, ASA, MAI

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KTS Newsletter - Issue 5

  • Estate of Albert Strangi v. Commissioner of Internal Revenue -
    By: John A. Thomson, ASA, MAI
  • Substantial Voting Control Premium Reversed by the Ninth Circuit Court of Appeals:  Estate of Simplot v Commissioner (9th Circuit, May 14, 2001) – By: Ray Klaris, ASA, SRA
  • Family Limited Partnerships Remain Effective for Estate Planning By:Ray Klaris, ASA, SRA
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KTS Newsletter - Issue 6

  • FASB Statement 141 & 142 – By: Phil Reynolds, CPA

  • Estate of Helen Bolton Jameson, T.C. Memo 1999-43: Vacated and Recommended for Further Proceedings by the 5th Circuit of Appeals, October 17, 2001 – By: John A. Thomson, ASA, MAI

  • Estate of Elma Middletown Dailey, T.C. Memo 2001-263: 40 Percent Interest-Marketable Securities October 3, 2001 – By: John A. Thomson, ASA, MAI

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KTS Newsletter - Issue 7

  • S Corporations: To Tax Effect or Not to Tax Effect – By: Gary Schroeder, ASA

  • Tax Court: Estate of Helen Bolton Jameson, T.C. Memo Judge Gale 5th Circuit Court Order – By: John A. Thomson, ASA, MAI

  • Auditor Independence – By: Alan Gochman, ASA, CPA

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KTS Newsletter - Issue 8

  • UNITED STATES TAX COURT CASE SUMMARY, T.C. Memo 2003-66:  Estate of Natalie M Leichter v. Commissioner of Internal Revenue, File March 6, 2003, Judge Gerber – By: John A. Thomson, ASA, MAI

  • Auditor Independence: Part 2 of 2 – By: Alan Gochman, ASA, CPA

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KTS Newsletter - Issue 9

  • UNITED STATES TAX COURT CASE SUMMARY, T.C Memo 2002-121:  Estate of Morton B Harper v. Commissioner of Internal Revenue, Judge Nims – By: John A. Thomson, ASA, MAI

  • 10 Year Anniversary

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KTS Newsletter - Issue 10

  • UNITED STATES TAX COURT CASE SUMMARY 120, T.C. No 13: Charles T. McCord Jr. and Mary S. McCord v. Commissioner of Internal Revenue, Judge Halpern – By: John A. Thomson, ASA, MAI

  • UNITED STATES TAX COURT CASE SUMMARY T.C. 2003-258, Clarissa W. Lappo v. Commissioner of Internal Revenue, Judge Thornton – By: Todd F. Hollingshead, ASA

  • UNITED STATES TAX COURT CASE SUMMARY, T.C. Memo 2003-280, Peter S Peracchio v. Commissioner of Internal Revenue, Judge Halpern – By: John A. Thomson, ASA, MAI

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KTS Newsletter - Issue 11

  • Family Businesses and the Need for Strategic Planning – By: Luke Waller, ASA

  • Use Proper Due Diligence when selecting a Business Valuation Expert – By: Luke Waller, ASA

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KTS Newsletter - Issue 12

  • WorldCom Group – By: Todd F. Hollingshead, ASA

  • The Final Valuation, KTS Analysis of Cemetery Crypts and Niches – By J. Stanley Urquhart, MBA

  • Klaris, Thomson  & Schroeder, Inc. Receives Recognition for Flexibility and is Awarded the Alfred P. Sloan Award for Business Excellence in Workplace Flexibility – By: Anita Thomson, MAOM

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KTS Newsletter - Issue 13

  • Andersen Case Review – By: John A. Thomson, ASA, MAI

  • What is Your Practice Worth? – By: Luke Waller, ASA

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KTS Newsletter - Issue 14

  • Buy-Sell Agreements – By: Brad Bollinger, ASA

  • Partitioning – By: John A. Thomson, ASA, MAI

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KTS Newsletter - Issue 15

  • Klaris, Thomson & Schroeder, Inc. ("KTS") Celebrates 15 Successful Years in Business - By: Anita Thomson, MAOM
  • Estate of Lillie Rosen - By:  John A. Thomson, ASA, MAI
  • The Business Appraiser's Role in IRC Section 108(b) Forgiveness of Debt Valuation Assignments - By: Lou DiSilvestro, ASA
  • News:  KTS Donates in October 2008 A portion of our Billing to Finding a Cure to Fight Against Breast Cancer
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KTS Newsletter - Issue 16

  • “But Doc, I Feel Fine”  What You Don't Know About Selling Your Business Can be Damaging - Prepared by: Roger L. Neu, JD, CPA, The M&A Law Firm

  • Becker Case - By:  John A. Thomson, ASA, MAI
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  • Klaris, Thomson & Schroeder, Inc. (“KTS”) Meets Increased Demand for Business Valuations Required by U.S. Small Business Administration (“SBA”) - By: Luke A. Waller, ASA and Brad J. Bollinger, ASA

  • KTS Spotlight on our St. Louis Office
  • KTS Congratulates Mrs. Christine Thomson Lee (Los Angeles office) and Mr. Phil Reynolds (Washington D.C. office)
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  • Business Valuation Standards: Are They Important?
    - By: Gary L.Schroeder, ASA, Managing Director - St. Louis Office
  • Effective Written Communication and the“ Gobbledygook” story
    - By: Anita Thomson - LA Office
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  • Good Will in Marital Dissolution
    - By: Nancy Matheny, CPA/ABV,ASA
  • ‘Tis the Season for Estate Planning
    - By:Douglas Braunstein,JD
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  • Your Buy/Sell Might Be Great if You Die, But What Happens
    if You Don't?

    - By: Jerome A. Timmermann, The Timmermann Group
  • Valuing Fractional Interests in Real Estate
    - By: Maureen Dearden, ASA

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  • Seller Emotions
    - By: Roger L.Neu,JD,Principal,The M&A Law Firm
  • BUILT-IN CAPITAL GAINS - Davis to Jelke Case
    - By: John A.Thomson,ASA,MAI,VP/Managing Director,
      Los Angeles office

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  • The Importance of a Second or Concurring Appraisal
    By: Douglas Braunstein, JD
    (Klaris, Thomson & Schroeder, Inc.Washington D.C. office)
  • LLC v. "S" CORPORATION
    By: Roger L. Neu, JD, Principal,
    The M&A Law Firm

KTS Newsletter - Issue 23

  • Social Security Do-Over
    Prepared by: Marc J. Soss, Esquire
  • A Second Look at the Jensen Case
    Written by: Ron A. Stramberg, ASA
    Managing Director of the Washington D.C. Office

Please note the above newsletters are in PDF format.  You must have a copy of Adobe Acrobat Reader in order to view PDF documents.  

[Acrobat Reader is free software available for download on the Adobe web site.  Click here for instructions on how to download, install and use Acrobat Reader.]

 

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