Aaron M. Stumpf 联合负责公司的信托和不动产估值业务,拥有超过 20 年的经验,为各种目的在广泛的行业提供估值意见,包括遗产税和赠与税、所得税要求、公司交易、买卖协议咨询、股东纠纷以及其他诉讼和税务争议相关事宜。

Aaron 专门从事公允市场价值合约,涉及紧密持有的商业利益、FLP/FLLC 估值折扣分析、限制性股票和阻塞折扣意见、优先股估值、本票估值以及私募股权和对冲基金利益的估值。他在美国国内税务局审计、上诉和涉及少数股东商业利益的和解方面拥有丰富的经验。

Aaron 曾就企业估值、估值折扣和其他遗产税和赠与税估值争议问题发表演讲和演讲。他是三本企业估值教科书的特约作者,包括 Shannon Pratt 的《Valuing a Business, 6th Edition: The Analysis and Appraisal of Closely Held Companies》(McGraw Hill)、《Business Valuation》(法律期刊出版社)和《Business Valuation: A Primer for the Legal Professional》(美国律师协会)。

在加入 Stout 之前,Aaron 在安永会计师事务所位于底特律的保险和咨询商业服务小组开始他的职业生涯。


  • 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


  • 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 网络研讨会

    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