Jeff Bae, JD, CVA

EDUCATION & CERTIFICATIONS

• Admitted to the Maryland Bar
• Certified Valuation Analyst (CVA)
• University of Virginia – Master of Science in Accounting – Tax, DuPont Fellowship Recipient – 2000
• University of Miami School of Law – Juris Doctor – 1998
• Emory University – B.A. in Sociology – 1995

PROFESSIONAL AFFILIATIONS

• National Association of Certified Valuators and Analysts (NACVA)
• Maryland Chapter of Certified Valuation Analysts
• Maryland Bar Association

PUBLISHED WORK

• “Disclaimers: The Last Line of Defense When Wrestling with Estate Planning Problems” – Trusts & Estates (co-authored with Dr. David Maloney)
• “IRS Wins Round One in Court Battle Regarding Gifts of LLC Interests” – Practical Tax Strategies (co-authored with Craig Stephanson)
• “Family Limited Partnerships Must Jump the Section 2036 Hurdle” – Practical Tax Strategies (co-authored with Craig Stephanson)
• “The IRS Continues to Attack Poorly Designed Family Limited Partnership – Estate of Concetta H. Rector” – Wealth Strategies Journal, October 2008 (co-authored with Craig Stephanson)

SPEAKING ENGAGEMENTS

• “Debunking the Myths: Business Valuations and Their Legal and Financial Impacts During Tough Economic Times.” Society of Financial Service Professionals – National Capital Chapter, May 27, 2009.
• “Valuing Derivatives.” National Association of Valuation Analysts Maryland/DC State Chapter Meeting, May 20, 2011.