Estate, Gift & Income Tax Purposes
HFBE regularly is selected to provide independent opinions of value by many of the top estate planners and litigators across the country. IRS and Tax Court scrutiny require well documented, independent opinions of value. HFBE has extensive experience in communicating with the IRS at all levels and crafts its reports for the review of the intended users.
HFBE’s professionals provide continuing service to our clients following the issuance of a valuation opinion and believe in preparing a defensible opinion that we will stand behind in the event of controversy. HFBE has provided expert testimony in numerous landmark tax cases, including the following cases:
HFBE provided expert testimony in the following landmark cases:
- Murphy v. United States – U.S. District Court Decision
- McCord v. Commissioner – Fifth Circuit Decision
- Cook v. Commissioner – Fifth Circuit Decision
- Kerr v. Commissioner *– Fifth Circuit Decision
- Dunn v. Commissioner – Fifth Circuit Decision
- Jelke v. Commissioner – Eleventh Circuit Decision
- Helis v. Commissioner (U.S. Court of Claims)
- Davis v. Commissioner
- Stone v. Commissioner*
- Harrison v. Commissioner*
- Jones v. Commissioner
- DiSanto v. Commissioner
- Scribner v. Commissioner (Settled after trial but before decision)
- Robertson v. Commissioner (Settled after trial but before decision)
Note: (*) Did not testify at trial
