Category Archives - Blog

A Research Note on the Value and Under Pricing of Life Policies

By: Dr. Stanley Jay Feldman, Chairman, Axiom Valuation Solutions
John Roberts, Managing Director, Axiom Valuation Solutions
As the leading age of the baby boom approaches 70, we can expect this cohort to not only seriously evaluate their wealth positions and income requirements to maintain their

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On August 1st, 2014, Voltaire Advisors released the first “Valuation Risk Handbook”:

 Axiom Valuation Solutions is proud to be included in the directory of the first annual edition of Voltaire Advisors’ new handbook. Voltaire Advisors has sought a way to shed light upon some of the issues that firms today are dealing with.  Valuation issues are becoming

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Axiom Valuation Moderates Session at BEPC on Maximizing After-tax Proceeds of the Sale of a Closely Held Business

Roger Winsby, President and co-founder of Axiom Valuation Solutions, filled in for Dr. Stan Feldman at the Boston Estate Planning Council (BEPC) February Member Round Table Breakfast on February 4, 2014.


Program Title:  Maximizing the after-tax Proceeds of the Sale of a Closely-held

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