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VERSION:2.1
TEL;PREF;WORK;VOICE;ENCODING=QUOTED-PRINTABLE:Arlington: 571-447-5402\nMiami: 786-375-5066
TEL;WORK;FAX;ENCODING=QUOTED-PRINTABLE:703-522-2146
N:CVA;Jeff;Bae, JD,;;
FN:Jeff Bae, JD, CVA
ADR;WORK;POSTAL;ENCODING=QUOTED-PRINTABLE:;;3000 Wilson Boulevard, Suite 220;Arlington;VA;22201;
EMAIL;INTERNET:jeff@valuationservice.com
NOTE;ENCODING=QUOTED-PRINTABLE:EXPERIENCE
Jeff Bae began his career at PricewaterhouseCoopers in their National Tax O=
ffice. As an international tax associate, he advised U.S. and foreign multi=
national companies on the tax implications of their international operation=
s as well as coordinating U.S. tax laws with foreign tax laws to develop an=
optimal worldwide tax strategy. Jeff provides valuation and consulting ser=
vices for attorneys and other professional services providers, for purposes=
of gift and estate tax planning, reorganizations, buy/sell agreements, fin=
ancial reporting (SFAS 141/142), Section 409A, SBA financing, and litigatio=
n support. Jeff's main expertise is in the valuation of ownership interests=
in operating businesses and closely held, private entities that own real p=
roperties, marketable securities, and other income producing assets. Jeff h=
as been involved in over 1,000 valuation engagements.
EDUCATION & CERTIFICATIONS
=E2=80=A2 Admitted to the Maryland Bar
=E2=80=A2 Accredited Valuation Analyst (AVA)
=E2=80=A2 University of Virginia - Master of Science in Accounting - Tax, D=
uPont Fellowship Recipient - 2000
=E2=80=A2 University of Miami School of Law - Juris Doctor - 1998
=E2=80=A2 Emory University - B.A. in Sociology - 1995
PROFESSIONAL AFFILIATIONS
=E2=80=A2 National Association of Certified Valuation Analysts (NACVA)
=E2=80=A2 Maryland Chapter of Certified Valuation Analysts
=E2=80=A2 Maryland Bar Association
PUBLISHED WORK
=E2=80=A2 "Disclaimers: The Last Line of Defense When Wrestling with Estate=
Planning Problems" - Trusts & Estates (co-authored with Dr. David Maloney)
=E2=80=A2 "IRS Wins Round One in Court Battle Regarding Gifts of LLC Intere=
sts" - Practical Tax Strategies (co-authored with Craig Stephanson)
=E2=80=A2 "Family Limited Partnerships Must Jump the Section 2036 Hurdle" -=
Practical Tax Strategies (co-authored with Craig Stephanson)
=E2=80=A2 =E2=80=9CThe IRS Continues to Attack Poorly Designed Family Limit=
ed Partnership - Estate of Concetta H. Rector=E2=80=9D =E2=80=93 Wealth =
Strategies Journal, October 2008 (co-authored with Craig Stephanson)
SPEAKING ENGAGEMENT
=E2=80=A2 =E2=80=9CDebunking the Myths: Business Valuations and Their Legal=
and Financial Impacts During Tough Economic Times.=E2=80=9D Society of Fi=
nancial Service Professionals =E2=80=93 National Capital Chapter, May 27, 2=
009.
URL;WORK:http://www.valuationservice.com/
TITLE:Managing Director
ORG:Valuation Services
REV:2013-05-24T15:31:56Z
MAILER: Joomla! vCard for Valuation Services
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