Joe Estabrook 负责复杂诉讼和咨询事务的执行和监督,这些事务涉及估值、损害赔偿、税务和财务问题。

Joe 拥有超过 35 年的咨询经验,并且在企业估值、损害赔偿、税务和金融问题方面,他是一名合格的专家证人,还对来自各个行业、涉及各种经济问题的企业进行过估值。Joe 还参与调查和分析大量的损失和不正当行为,包括库存损失、挪用公款、搜索隐性资产、低估资产和金融欺诈。他的经验还包括对国内与私有财产有关的隐性资产案件作出的大量调查以及跟踪,在这些案件中,他和他的团队提供咨询服务或他担任作证专家。他曾对案件提供律师援助,以促进发现过程、制定案件策略以及分析专家立场。

他对封闭型的商业利益、知识产权和其他所有权权益进行了数百次估值。从事的大部分估值都是在面临诉讼的背景下进行的,其中包括股东纠纷、内部关系问题和异议股东行为。他在为遗产税和赠与税目的而提供企业估值方面也富有经验。

选择出版物

  • American Institute of CPAs

    A CPA's Guide to Family Law Services
  • Invotex Litigation Perspectives

    What You Need to Know When a Valuation Expert Uses the Market Approach
  • Invotex Litigation Perspective

    Disputes in M&A Transactions
  • Litigation Perspectives

    Nothing is Certain but Death and Estate Taxes
  • Invotex Litigation Perspective

    The Tax Value of Personal Goodwill in the Sale of a Company
  • American Bar Association Section of Family Law Newsletter

    What You Need to Know When a Valuation Expert Uses the Market Approach
  • Invotex Litigation Perspective

    Guidelines for Valuing Partial Interests
  • American Bar Association Section of Litigation, Expert Witnesses Newsletter

    Causation: A Driving Force to Lost Profit Damages
  • Intellectual Property Litigation, Managing IP Litigation Issue, ABA Section of Litigation

    Crossing the Border: International Issues That Affect IP Litigation
  • Estate Planning Newsletter

    2003 Estate Tax Planning and Business Valuation Case Update
  • The Handbook of Advanced Business Valuation

    Blockage Discounts
加载更多

选择演示文稿和演讲

  • American Academy of Matrimonial Lawyers January 2017

    Divorcing the Wealthy- Unique Issues and Challenging Valuations in High Asset Cases
  • Georgetown University Law Center, Small Business Law Seminar March 2017

    Buying and Selling a Small Business
  • University of Maryland Law School February 2017

    Marital Property and Divorce Litigation
  • American Bar Association Section of Litigation Annual CLE Conference April 2013

    Merger and Acquisition Litigation: Current Issues and Trends
  • American Institute of Certified Public Accountants April 2011

    Expert Witness Skills Workshop
  • American Bar Association May 2010

    Section of Family Law Trial Advocacy Institute
  • Montgomery County Bar Association

    How to Use a Business Valuation & Economic Expert at Trial
加载更多