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Do Attached Strings Affect the Value of a Gift?

October 2015 | Issue 82 Steinberg v. Commissioner, 145 T.C. No. 7 (Sept. 16, 2015) explores how a contingent liability accepted by a donee can impact the value of a gift for gift tax purposes. Introduction In 2007, Petitioner Jean Steinberg, age 89, entered into a net gift agreement under which she gave her four […] More...

Dodgy Fairness Opinion Earns Financial Advisor a Trip to the Woodshed

July 2015 | Issue 81 Vice Chancellor Laster of the Delaware Court of Chancery was underwhelmed, to say the least, by the quality of the fairness analysis put forward by the Conflicts Committee and its Financial Advisor in connection with the approval of the pricing of a major financial transaction between two related public companies. […] More...

Valuation Discounts Still in IRS Cross Hairs

June 2015 | Issue 80 Background A very popular and efficient estate and gift planning strategy is to reduce the value of estate assets by transferring such assets into a private, family-controlled entity such as a limited partnership or limited liability company. This type of entity is often referred to as a “family limited partnership” […] More...

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Professionals Who Are Qualified

The staff at Hempstead & Co. LLC consists of a group of dedicated professionals with backgrounds in valuation, finance, accounting, economics, engineering and investment banking.

Professional designations held by Hempstead & Co. LLC appraisers include Senior Member, American Society of Appraisers (ASA), Chartered Financial Analyst (CFA) and Accredited Member (AM).

Following is a list of the valuation and financial consulting professionals at your service:

John E. Hempstead, ASA, CFA, Managing Director  jeh@hempsteadco.com

J. Mark Penny, ASA, Managing Director  jmpenny@hempsteadco.com

Daniel A. Lisman, CFA, Vice President  dlisman@hempsteadco.com

David N. Routzahn, Jr., ASA, Vice President  droutzahn@hempsteadco.com

Michael D. Cunningham, ASA, Senior Appraiser  mcunningham@hempsteadco.com