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
业务领域
教育
许可证和指定
注册会计师 (CPA)
通过企业估值 (ABV) 认证
注册金融法务资格 (CFF)
企业估值 (ASA) 认证高级评估师
专业会员
AAML 基金会法务和企业估值部
美国注册会计师协会
美国评估师协会
马里兰州注册会计师协会
华盛顿特区遗产规划委员会