Aaron Stumpf ricopre il ruolo di Managing Director nel gruppo Consulenza in materia di valutazioni.

Aaron ha fornito servizi di valutazione commerciale e consulenza finanziaria finalizzati a diversi scopi, compresi tassazione di donazioni e proprietà, requisiti fiscali relativi al reddito, accordi di compravendita, fusioni e acquisizioni, riorganizzazione aziendale e ricapitalizzazioni, pareri di congruità e solvibilità e altre problematiche aziendali e relative a tassazione e contenziosi. Ha una vasta esperienza in opinioni su sconti di valutazione (FLP/FLLC), pareri su sconti di blockage e restricted stock, attualizzazione degli interessi indivisi, conversioni da C a S, valutazioni di cambiali e interessi di hedge fund e private equity. Ha fornito servizi di valutazione rivolti a un'ampia base clienti che comprende imprese di medie dimensioni e multimiliardarie, fondi di private equity ed hedge fund, studi legali e contabili e individui con patrimoni ingenti.

Aaron è condirettore del gruppo Valutazione di fondi fiduciari, proprietà immobiliari ed eredità. Prima di entrare a far parte di Stout, Aaron ha lavorato presso Ernst & Young, dove si occupava di pianificare, eseguire e supervisionare i servizi di audit forniti a una base clienti diversificata, che spazia da aziende a proprietà chiusa a società Fortune 500 attive nei settori dei servizi finanziari, manifatturiero e della rivendita.

Seleziona pubblicazioni

  • Transaction Advisors December 2017

    Mitigating Valuation and Tax-Related Consequences in Buy-Sell Agreements
  • NAEPC Journal of Estate & Tax Planning April 2014

    Freeze Partnerships: Establishing the Preferred Rate
  • Trusts and Estates July 2011

    Should Substantial Discounts Apply to Very Short Holding Periods?
  • Business Valuation Review April 2011

    The Stout Risius Ross Restricted Stock Study: A Recent Examination of Private Placement Transactions from September 2005 through May 2010
  • Business Valuation May 2010

    Estate and Gift Tax Valuation
  • Business Valuation March 2010

    Valuation Discounts and Premiums
  • Business Valuation: A Primer for the Legal Professional December 2007

    Contributing Author to Book Written by Stout's Jeff Risius
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Seleziona presentazioni e discorsi

  • 31st Annual Tax Conference May 2018

    Controversial Tax Issues in Business Valuation for Estate & Gift Tax Purposes
  • National Trust Closely Held Business Association 42nd Annual Conference September 2017

    Valuation Roundtable and Court Case Update
  • IICLE 60th Annual Estate Planning Short Course May 2017

    Current Developments - and Time Tested Principles - of Planning with Valuation Discounts
  • Master of Law Program (LL.M), Northwestern University Law School November 2016

    An Overview of Business Valuation in a Gift & Estate Tax Context
  • Chicago Estate Planning Council May 2016

    What’s Your Angle? How the Different Members of a Client’s Planning Team Use and Assess Financial Documents
  • Master of Law Program (LL.M), Northwestern University Law School November 2014

    Business Valuation for Gift, Estate, and GST Tax Purposes
  • Wells Fargo – The Private Bank March 2014

    Business Valuation Issues in Succession Planning
  • Illinois CPA Society Taxation on Real Estate Conference June 2013

    Real Estate as it Applies to Estate & Gift Tax: Valuation Discounts
  • Stout Webinar November 2010 Webinar

    Effectively Defending Discounts for Lack of Marketability
  • MACPA Specialized Business Valuation Workshop October 2010

    Manufacturing - For Whom and at What Value
  • United States Law Firm Group September 2010

    Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries
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