Craig Stephanson, CPA, CVA

EDUCATION & CERTIFICATIONS

• Certified Valuation Analyst (CVA)
• Certified Public Accountant (CPA)
• University of Richmond, B.S. in Accounting – 1981 (Magna Cum Laude)

PROFESSIONAL AFFILIATIONS

• American Institute of Certified Public Accountants
• The Institute of Business Appraisers, Inc.
• National Association of Certified Valuators and  Analysts
• Virginia Society of Certified Public Accountants
• National Association of Certified Valuation Analysts
• Washington, DC Estate Planning Council
• Northern Virginia Estate Planning Council

LITIGATION EXPERIENCE

• American Arbitration Association
• Circuit Court for Prince George’s County, MD
• Circuit Court for the City of Baltimore
• U.S. District Court for the Eastern Division of VA
• Circuit Court for Montgomery County, MD
• U.S. District Court of the District of Columbia

SELECTED SPEAKING ENGAGEMENTS

• What to Look for in a Valuation Expert and How to Review Their Reports – Montgomery County Bar Association
• Family Limited Partnerships – Joint presentation with Sanford Bernstein and Company
• Valuing Family Limited Partnerships & LLC’s – Shulman, Rogers, Gandal, Pordy & Ecker, P.A.
• IRS Attacks FLP’s – Maryland State Chapter Meeting National Association of Certified Valuation Analysts
• Valuing Reimbursement Rights in Generational Split Dollar Arrangements – 2005 Key Advisor Symposium
• Business Valuation – Blueprint for Wealth – Radio Interview hosted by Wayne Zell AM 570 WTNT
• Business Valuation – Presentation to the Wealth Management Team at U.S. Trust/Bank of America in Chevy Chase, Maryland
• Guest Lecturer – American University, Graduate Accounting Program, Seminar in Family Estate Planning
• 
Guest Lecturer – Georgetown University Law School – Certificate in Wealth Planning Program
• The Real Truth About Valuation Discounts – D.C. Estate Planning Council presentation
• Taking the Mystery Out of Valuation Discounts – Suburban Maryland Estate Planning Council presentation

 PUBLISHED WORK

• “Valuation Discounts for Tenancy in Common Interests in Real Estate” – Valuation Examiner February 1998
• “How to Establish a Successful Family Limited Partnership” – The Practical Lawyer, September 1998
• Consultants Column, “Valuing Real Estate Ownership Interests” – Corridor Real Estate Journal, February – June 1999
• “Family Limited Partnerships” – Teaching Materials on Estate Planning, 2nd edition, Gerry W. Beyer November 1999
• “Hackl v. Commissioner – IRS Wins Round One in Court Battle Regarding Gifts of LLC Interests” – Practical Tax Strategies, February 2003
• “Family Limited Partnerships Must Jump the Section 2036 Hurdle” – Practical Tax Strategies May 2003
• “The IRS Continues to Attack Poorly Designed Family Limited Partnership – Estate of Concetta H. Rector” – Wealth Strategies Journal, October 2008 (co-authored with Jeff Bae)