Thought Leadership
Our analysts frequently publish in accounting, finance, and legal professional journals. And our analysts frequently author technical issue white papers for professional organizations. Recent journal articles and white papers authored by Willamette Management Associates analysts are also available here.
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July 2024 Perspectives
Editor for this issue: Brent A. McDade
- Speculative, Viral, and Volatile: Valuation Considerations for Cryptocurrency Assets
- Company Stock Repurchases at Fair Market Value May Deliver Value Accretion for Remaining Shareholders
- Qualified Appraisals and Charitable Contribution Deductions: The Lessons of Hoensheid
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April 2024 Perspectives
Editors for this issue: Nathan P. Novak and Timothy J. Meinhart
- Control Considerations in the Valuation of a 50 Percent Ownership Interest
- The Expatriation Tax: How to Present Assets to the IRS When You Say Goodbye to the United States
- The Valuation of Controlling Ownership Interests in the Context of Gift Tax Planning
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January 2024 Perspectives
Editors for this issue: Justin M. Nielsen and Lisa H. Tran
- The Applicability of Discounts for Lack of Marketability on Controlling Ownership Interests
- Higher Interest Rates and Tax Exemptions May Maximize Benefits in Gift and Estate Tax Planning
- Key Person Considerations When Valuing Private Companies in a Gift and Estate Tax Context
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October 2023 Perspectives
Editor for this issue: Weston C. Kirk
- Preferred Equity in a Rising Interest Rate Environment
- Considerations for Valuing the Stadium Seat Licenses of Sports Teams for Estate Tax Purposes
- Convertible Bonds as a Component of a Company’s Capital Structure
Press Release
Willamette Management Associates, a Citizens company Announces Promotions
Willamette Management Associates is pleased to announce that eight members of our firm have been promoted in 2024.
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Press Release
Willamette Management Associates, a Citizens company Hires Brent McDade as Director in Atlanta Office
Willamette Management Associates is pleased to announce that Brent McDade has joined the firm as a Director. He will be based in the Atlanta, Georgia, office.
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Press Release
Willamette Management Associates, a Citizens company Hires Greg Smith as Managing Director in Boston Office
Willamette Management Associates is pleased to announce that Greg Smith has joined the firm as Managing Director.
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