Radd Riebe 是估值咨询小组的董事总经理。他在公司的信托和不动产咨询服务小组拥有广泛的经验。

Radd 的企业估值经验超过 35 年,涵盖范围广泛的行业,超过 3,000 项业务;他的估值服务广泛应用于公允意见、遗产税和赠与税、雇员持股计划(ESOP)、婚姻关系解除、股票期权授予、资本重组、封锁意见、购买/出售协议、并购、第 C 分章 (Subchapter C) 到第 S 分章 (Subchapter S) 的转换,以其他税务、公司和诉讼相关事宜。

Radd 曾就企业估值的各种主题召开继续教育研讨会,并发表了有关遗产税和赠与税估值主题的文章。他目前担任 Trusts & Estates 杂志估值委员会主席。他被克利夫兰的遗产规划委员会选为 2014 年杰出遗产规划师。他还作为专家证人就估值问题作证。

选择出版物

  • Trusts & Estates January 2018

    The Winter of our Discontent?
  • Trusts & Estates January 2017

    The Wait is Over
  • Trusts & Estates January 2016

    Wait and See
  • Trusts & Estates January 2015

    Opportunities from Unusual Places
  • Trusts & Estates October 2013

    Charitable Contribution of Intra-Family Notes
  • Trusts & Estates January 2013

    An Election Year Race - For Taxpayers
  • Trusts & Estates January 2012

    Upside Down in 2011
  • Trusts & Estates January 2011

    The Waiting Game
  • Trusts & Estates January 2010

    Discounts Under Siege
  • Trusts & Estates January 2009

    Time to Gift Low
  • Trusts & Estates January 2008

    The Feds Carry a Bigger Stick
  • Trusts & Estates December 2007

    Discount Before the Deal is Done
  • Trusts & Estates March 2004

    Don’t Accept Defeat
  • ESOP Report May 2003

    Level of Value Implications in Light of Eckelkamp
  • Ohio Lawyers Weekly March 2003

    IRS Successfully Attacks Family Partnerships
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选择演示文稿和演讲

  • Attorneys for Family-Held Enterprises 2017 Mid-Year Conference November 2017

    Industry Update on Trends That Are Breaking in Family Business Enterprises
  • Estate Planning Council of Cleveland September 2017

    Estate Planning and Valuation Issues
  • Ohio ACTEC Regional Meeting April 2017

    Estate Planning and Valuation Issues in Today's Trumped-Up Environment - A New World Order?
  • The Cleveland Foundation December 2016

    The Mythology of Discounted Interests: The New 2704(b) Regulations and Implications for Your Clients
  • Ohio State Bar Association October 2016

    Income Tax Planning for Family Business Entities, Including Sec. 2704 Proposed Regulations
  • Notre Dame Tax & Estate Planning Institute September 2015

    Practical Advice for Trust Design: A Holistic Perspective from the Trust and Estates Advisory Board
  • Attorneys for Family-Held Enterprises 2015 Annual Conference April 2015

    Everything You Wanted to Know about Valuations but Were Afraid to Ask
  • Estate Planning Council of Cleveland November 2014

    Valuation Opportunities on the Roads Less Traveled
  • Business and Commercial Litigation Seminar – Ohio Association of Civil Trial Attorneys August 2014

    How to Review a Valuation Report
  • Cleveland Metropolitan Bar Association Estate Planning March 2013

    2013 - Valuation Issues Targeted by the IRS in Estate and Gift Tax Disputes
  • 7th Annual Estate Planning Seminar – Boy Scouts of America September 2012

    Hot Topic Valuation Issues in Estate and Gift Tax Disputes
  • Cleveland Metropolitan Bar Association Cleveland Tax Institute December 2011

    Valuations – Methods & Expert Strategy
  • University of Akron 2011 National Tax Conference September 2011

    Valuation of Closely Held Businesses
  • Society of Financial Service Professionals October 2010

    Current Valuation Complexities and Confusion
  • Ohio Employee Ownership Center June 2010

    ESOP Fiduciary & Administration Forum
  • The Estate Planning Council of Central New York May 2010

    Business Valuation Issues Relevant for Estate Planners
  • Cincinnati Bar Association’s Estate Planning & Probate Section Meeting October 2009

    Occupational Fraud and the Impact on Business Valuations
  • The Entrepreneurship Institute’s President’s Forum of Cleveland May 2009

    Ownership & Management Transition: Moving On in Good or Bad Times
  • 23rd Annual Ohio Employees Ownership Conference April 2009

    ESOP Sustainability: Repurchase Obligation & Distribution Policies
  • The Entrepreneurship Institute’s Presidents’ Forum of Cleveland June 2008

    Business Prenup
  • Ohio/Kentucky Chapter of the ESOP Association Annual Spring ESOP Conference March 2008

    Beyond the Leveraged ESOP
  • 10th Annual Presidents’ Forum of Cleveland June 2007

    Positioning Your Business for Sale
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