中文
在确定房地产零散权益由于缺乏控制和缺乏市场性导致的折扣，以及拥有房地产、有价证券以及其他传统和非传统资产的商业实体利益的折扣方面，Philip M. Schwab 拥有丰富的经验。他还因确定在 C 类公司内持有投资资产的估值影响以及评估无投票权证券、债务工具和其他非传统商业利益价值的专业知识而获得认可。
在加入 Stout 之前，Schwab 先生在 FMV Opinions 工作了 20 多年，担任该公司全国另类资产估值小组的负责人，该小组专门负责确定因缺乏控制和缺乏市场性而导致的公允市场价值折扣。在加入 FMV 之前，他曾担任财务主管三年，并担任南加利福尼亚州一家批发分销公司的总经理一年，负责资本支出计划、现金流管理、应收账款和应付账款管理、财务报表准备和分析、工资和人事管理，以及财务预算和分析。
选择出版物
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Business Valuation Alert Vol. 12, No. 3 July 2011
Estate of Foster: Valuing Contingent Assets and Contingent Liabilities
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BV Q&A Update Vol. 2, No. 10 October 2005
Layered Discounts in FLPs
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BV Q&A Update Vol. 2, No. 2 February 2005
What is the Best Source for Determining Discounts for Lack of Marketability for Family Limited Partnerships Holding Real Estate?
选择演示文稿和演讲
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ACTEC Summer Meeting, Litigation Committee June 2018
Valuation of Legal Uncertainty
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AXA Advisors, LLC September 2017
Introduction to Buy-Sell Agreements
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Snell & Wilmer L.L.P. September 2017
Role of the Board in M&A Transactions
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Henderson, Caverly, Pum & Charney, LLP October 2016
The New §2704 Regs.: What will valuations look like if they go final?
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Geiger Law Office, P.C. September 2016
The New §2704 Regs.: What will valuations look like if they go final?
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Whittier Trust Company July 2016
Valuation of Closely-Held Companies
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Klein, DeNatale, Goldner, Cooper, Rosenlieb & Kimball, LLP September 2014
The Current State of Discount Valuations
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De Castro, West, Chodorow, Mendler, Glickfeld & Nass, Inc. July 2014
The Current State of Discount Valuations
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Freeman, Freeman & Smiley, LLP June 2014
The Current State of Discount Valuations
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Barth Calderon, L.L.P. May 2014
The Current State of Discount Valuations
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Deloitte & Touche LLP May 2014
The Current State of Discount Valuations
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AFRCT, LLP May 2014
The Current State of Discount Valuations
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Scripps Health Office of Gift Planning May 2014
The Current State of Discount Valuations
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South Bay Estate Planning Council January 2014
The Current State of Discount Valuations
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California Tax Bar & California Tax Policy Conference November 2012
Avoiding the Pitfalls in Charitable Giving – Ensuring Unchallengeable Deductions
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Scripps Health Office of Gift Planning March 2012
The Current State of Discount Valuations
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Clifford & Brown January 2012
The Current State of Discount Valuations
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Appraisal Institute – IRS Valuation Summit – Panelist August 2011
The Value in Discounting Discounts: Partial Interest Valuations and Discounts
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American Society of Farm Managers and Rural Appraisers – Estate Planning, Gift Giving & The IRS Seminar March 2011
Partial Interest…Lack of Control Discount
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IRS Valuation Summit – Panelist August 2010
The Value in Discounting Discounts: Partial Interest Valuations and Discounts
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Clark & Trevithick November 2009
Estate & Gift Tax Valuations: Current State – Future Environment
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Appraisal Institute Southern California Chapter October 2009
Discounting Undivided Interests
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Merrill Lynch Wealth Structuring Group September 2008
The Current State of Discount Valuations
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California Society of Certified Public Accountants July 2008
The Current State of Discount Valuations
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McDermott Will & Emery LLP February 2008
The Current State of Discount Valuations
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Lambda Alpha International October 2007
Fractional Real Estate Discounts & Valuations
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Estate Counselor’s Forum March 2007
The Effect of Entity Choice on Valuation Discounts: A Practical Guide
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Sagemark Consultants November 2003
The Latest Developments in Valuation Discounts
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Tax, Trusts and Estates Practice Group February 2003
Examining Recent IRS Tax Court Victories
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Society of Financial Service Professionals October 2002
The Current State of Discount Valuations
业务领域
重点行业
教育
华盛顿州立大学金融学学士（最高荣誉）
许可证和指定
认证高级评估师 (ASA)
专业会员
美国评估师协会
长滩遗产规划及信托委员会会员
圣地亚哥北县遗产规划委员会会员
里弗赛德遗产规划委员会会员