
Ori Bash
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By: Ori Bash, ASAIn Ludwick v. Comm'r, TC Memo 2010-104, the Service struck a major blow for its favored approach to undivided interests, not only winning acceptance of its "cost to partition" approach, but winning the argument on most of... Read More
The Wealth Strategies Journal has just posted a new article, "Far-Reaching IRS Victory in Ludwick," by Ori Bash, ASA of Pluris Valuation Advisors LLC on the impact of the recent Ludwick decision favoring the IRS.Continue reading at Far-Reaching IRS Vic... Read More
In Estate of Adler, Section 2036 Trumps Fractional Interest DiscountsBy: Ori Bash, ASAIn Adler v. Comm'r, TC Memo 2011-28, the IRS prevailed in a Section 2036 attack, and eliminated fractional interest discounts applied to an estate with a ranch proper... Read More
The Wealth Strategies Journal has posted a new article entitled, "In Estate of Adler, Section 2036 Trumps Fractional Interest Discounts" by Ori Bash, ASA of Pluris Valuation Advisors.... Read More
Estate Planning with Pre-IPO StockBy Ori Bash, ASA of Pluris Valuation AdvisorsIn the midst of gloomy headlines covering the challenging economic environment and uncertain global economic landscape, I am happy to report some positive news from the Bay ... Read More
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