Juris Valuation Advisors, LLC

1248 O Street, Suite 1070                                                            Lincoln, Nebraska 68508-1461

Telephone (402) 436-2600                                                               Facsimile (402) 436-2606

About Juris Valuation Advisors, LLC

Juris Valuation Advisors, LLC is an independent firm offering a wide range of business valuation and related consulting services for a variety of applications including wealth transfer, charitable contribution, retirement plan, transactional support, marital dissolution, litigation support, and financial presentation purposes. 

Bryan P. Robertson, JD, MPA, CPA, CVA, is the Managing Director of the firm.

Valuation Newsletter

In support of the valuation practice, Mr. Robertson authors The Valuator, a periodic newsletter provided as a courtesy to the friends of the firm.  The Valuator addresses current business valuation issues.

Click Here or Here or Here to View Recent Issues.

If you'd like to be added to our mailing list, contact us at info@jurisvaluationadvisors.com.

Published Articles

In addition to authoring The Valuator newsletter since 1999, and contributing to a number of local and regional publications including The Nebraska CPA and The Nebraska Lawyer, Mr. Robertson has written a number of nationally published articles regarding various business valuation issues.  Those articles include the following.

●  Closely Held Businesses and Valuation Adjustments for Built-In Taxable Gains:  Jameson Expands the Davis Theory published in The Valuation Examiner,

●  SEC Adopts Auditor Independence Rule that Affects Business Valuations published in Valuation Strategies and cited in Shannon Pratt’s Business Valuation Update and in The Valuation Examiner,

●  Present Interest Annual Exclusion for Transfers of Interests in LLCs published in Estate Tax Planning Advisor,

●  Strangi II:  Bundle of Retained Powers is Deemed Retained Testamentary Interest Under I. R. C. Section 2036 published in The Valuation Examiner,

●  Does the SEC Prohibition on Valuation Services Go Too Far? published in Valuation Strategies,

●  FLPs Can be Structured to Benefit From “Bona Fide Sale” Exception published in Practical Tax Strategies,

●  Has the IRS Found the Silver Bullet for FLPs in Section 2703(a)? published in Practical Tax Strategies,

●  On the Similarity of the Substantiality Tests published in Tax Notes , Tax Notes Today, and TaxPractice, and

●  Final Section 2036 Regulations:  Computing the Includible Portion for Graduated Grantor Retained Annuity Trusts published in The Tax Adviser.

Reported Cases

Shuck v. Shuck, 18 Neb. App. 867, (January 25, 2011) (Click Here).

Keig v. Keig, 20 Neb. App. 362, (December 4, 2012) Click Here).

Presentations

Mr. Robertson's recent and upcoming presentations include the following.

Nebraska Society of CPAs Fall Conference:  The IRS Market Segment Specialization Program

Catholic Planned Giving Office:  Valuation Issues in Estate and Charitable Planning

Lincoln Estate Planning Council:  Valuation Issues with Family Limited Partnerships

Great Plains Federal Tax Institute:  The Built-In Taxable Gains Adjustment for Business Valuation Purposes

UN College of Law/UNL School of Accountancy Estate and Business Planning Program:  Valuation and Related Challenges to Family Limited Partnerships

Instructor Appointment

Temporary Lecturer of the School of Accountancy in the College of Business at the University of Nebraska-Lincoln

Spring 2013:  412/812 Federal Tax Accounting

Community Involvement

Bryan P. Robertson is actively involved in his community.  His past and present service includes the Nebraska Society of CPAs P.E.C. Secretary and Treasurer, the Foundation of the Nebraska Society of CPAs Board of Trustees, the Nebraska CHC Board of Directors and Executive Committee, the Governor Heineman Committee Treasurer, the Nebraska Society of CPAs Board of Directors Secretary and Chairman, the Nebraska Society of CPAs Taxation Committee Chairman, the AICPA Member of Council, the UN College of Law Estate and Business Planning Program Planning Committee, the American Red Cross Board of Directors Executive Committee and Finance Committee Chairman, the Lincoln CHC Board of Directors Chairman, the NET Foundation for Television Board of Directors Finance Committee Chairman and Board President, the NET Foundation for Television Executive Director Search Committee Chairman, the Junior Achievement Board of Directors Secretary and Treasurer, the Juvenile Diabetes Research Foundation Board of Directors President, and the United Way Loaned Executive and Campaign Cabinet.

How to Contact Us