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The Wandry Taxpayers Found The Formula

April 2012 | Issue 57 Introduction Taxpayers making gifts of hard-to-value property will sometimes employ a “formula clause” which enables them to retroactively adjust the size of their gift based on a value determination carried out subsequently to when the gift was made.  This is usually done in order to keep the overall size of [...] More...

Courts Allow Reallocation of Gifted Shares

January 2012 | Issue 56 Introduction The U.S. Court of Appeals for the Ninth Circuit, in Petter v. Commissioner, 653 F. 3d 1012, (8/4/11), found for the taxpayer in a case involving the use of a “formula clause” to reallocate gifts of property to heirs and charity. > The Plan Anne Petter lived in Washington [...] More...

Book Value was 2% of Fair Market Value in NJ Buyout Case

November 2011 | Issue 55 In Estate of Cohen v. Booth Computers (421 N.J. Super. 134, 22A. 3d 991, July 13, 2011), the question addressed was whether a family partnership agreement that provides for a buyout based on net book value may be enforced when the disparity between book value and fair market value is [...] More...

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Home / About Us / Professionals / Daniel A. Lisman, CFA

Daniel A. Lisman, CFA

QUALIFICATIONS AS AN APPRAISER OF CORPORATE SECURITIES

Mr. Lisman, a Vice President of Hempstead & Co. Inc., joined the company in 1996. He has prepared independent valuations of securities of closely-held companies. He has performed valuations of companies in healthcare, food processing, telecommunications, publishing, manufacturing, and specialty chemicals.

Prior to joining Hempstead & Co. Inc., Mr. Lisman was employed as an investment research analyst at Consolidated Concepts, Inc. and Affiliates. At Consolidated Concepts, he analyzed publicly-held securities and recommended appropriate investments for portfolio management clients.

Mr. Lisman holds a Master of Business Administration degree in Accounting and Finance with honors from Vanderbilt University. He received a Bachelor of Business Administration degree in Economics from Widener University.