VALUATION SERVICES, INC.
Principal
www.valuationservice.com
12250 Rockville Pike, Suite 200
Rockville, MD 20852
Tel: (240) 292-0537
Fax: (301) 770-5526
email: jeff@tzg.com
Jeff Bae began his career at PricewaterhouseCoopers in their National Tax Office. As an international tax associate, he advised U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy. Currently, as a Principal at Valuation Services, Inc., Mr. Bae provides valuation and consulting services for attorneys and other professional services providers, for purposes of gift and estate tax reporting, reorganizations, buy/sell agreements, SFAS 141/142 (and other financial reporting purposes), Section 409A, and litigation support. His main expertise is in the valuation of ownership interests in operating businesses and closely held, private entities that own real properties, marketable securities, and other income producing assets.
Education and Certifications
• Admitted to the Maryland Bar
• University of Virginia - Master of Science in Accounting - Tax, DuPont Fellowship Recipient - 2000
• University of Miami School of Law - Juris Doctor - 1998
• Emory University - B.A. Degree in Sociology - 1995
Professional Affiliations
• National Association of Certified Valuation Analysts
• Maryland Chapter of Certified Valuation Analysts
• American Bar Association - Division of Probate and Trusts
• Maryland Bar Association
Published Work
• "Disclaimers: The Last Line of Defense When Wrestling with Estate Planning Problems" - Trusts & Estates (co-authored with Dr. David Maloney)
• "IRS Wins Round One in Court Battle Regarding Gifts of LLC Interests" - Practical Tax Strategies (co-authored with Craig Stephanson)
• "Family Limited Partnerships Must Jump the Section 2036 Hurdle" - Practical Tax Strategies (co-authored with Craig Stephanson)
Principal
www.valuationservice.com12250 Rockville Pike, Suite 200
Rockville, MD 20852
Tel: (240) 292-0537
Fax: (301) 770-5526
email: jeff@tzg.com
Jeff Bae began his career at PricewaterhouseCoopers in their National Tax Office. As an international tax associate, he advised U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy. Currently, as a Principal at Valuation Services, Inc., Mr. Bae provides valuation and consulting services for attorneys and other professional services providers, for purposes of gift and estate tax reporting, reorganizations, buy/sell agreements, SFAS 141/142 (and other financial reporting purposes), Section 409A, and litigation support. His main expertise is in the valuation of ownership interests in operating businesses and closely held, private entities that own real properties, marketable securities, and other income producing assets.
Education and Certifications
• Admitted to the Maryland Bar
• University of Virginia - Master of Science in Accounting - Tax, DuPont Fellowship Recipient - 2000
• University of Miami School of Law - Juris Doctor - 1998
• Emory University - B.A. Degree in Sociology - 1995
Professional Affiliations
• National Association of Certified Valuation Analysts
• Maryland Chapter of Certified Valuation Analysts
• American Bar Association - Division of Probate and Trusts
• Maryland Bar Association
Published Work
• "Disclaimers: The Last Line of Defense When Wrestling with Estate Planning Problems" - Trusts & Estates (co-authored with Dr. David Maloney)
• "IRS Wins Round One in Court Battle Regarding Gifts of LLC Interests" - Practical Tax Strategies (co-authored with Craig Stephanson)
• "Family Limited Partnerships Must Jump the Section 2036 Hurdle" - Practical Tax Strategies (co-authored with Craig Stephanson)
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