John W. Toney, Shareholder
MBA, ASA

 

Phone: (916) 648-9838
Email: jtoney@wallaceval.com

Academic & Professional Credentials

  • MBA – Masters in Business Administration, University of California, Davis
  • BA – Bachelor of Science in Business Administration, University of California, Berkeley
  • ASA – Accredited Senior Appraiser, American Society of Appraisers, 2007

Brief Outline of Experience

Mr. Toney is a Shareholder practicing in the Firm’s Business Valuation Department. He specializes in business valuations for estate and gift tax, mergers and acquisitions, shareholder disputes, and marital dissolutions. Industries in which Mr. Toney has recent experience include: high-technology, construction, transportation, service, and agribusiness.

Mr. Toney is an Accredited Senior Appraiser (ASA) as designated by the American Society of Appraisers. Mr. Toney has a Masters in Business Administration (MBA) from the University of California, Davis, and a Bachelor of Science Degree in Business Administration from the University of California, Berkeley.

Position and Experience

  • Wallace Valuation Advisors, Inc.: Shareholder
    Business Valuation Department, 2000 to current date
  • Merrill Lynch: Operational Financial Consultant/Investment Analyst, 1999-2000

Professional Affiliations

  • Sacramento Estate Planning Council, Director
  • American Society of Appraisers
  • Sacramento Metro EDGE

Publications

  • California Country Magazine – California Farm Bureau Federation
    “The Certain Estate Tax Relief Act of 2009 (H.R. 436)” March, 2009
  • The Witness Chair
    “Understanding the Ibbotson Industry Risk Premium” Fall, 2003

Presentations

  • “Appraisals – How to Get and Defend a Good One”
    Presented March 2, 2012 – 20th Annual Estate and Gift Tax Conference, The State Bar of California
  • “Tax and Legislative Update”
    Presented September 28, 2011 – Sacramento Estate Planning Council
  • “Estate and Gift Valuation Update”
    Presented December 14, 2010 – California Society of Certified Public Accountants, Sacramento Chapter, Estate and Financial Planning Committee
  • “Current Topics in Estate and Gift Valuations”
    Presented September 1, 2010 – The Estate Planning, Probate, and Trust Section of The Bar Association of San Francisco
  • “Tax and Legislative Update”
    Presented October 22, 2008 – Sacramento Estate Planning Council