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Join Jim Alerding, a veteran valuator, and Sylvia Golden, BVR’s legal editor, for a discussion of five of the most consequential valuation and damages cases of 2019. This selection of state and federal cases includes the year’s tax decisions that have reframed the conversation on tax affecting, a statutory appraisal case illustrating the Delaware Court of Chancery’s current approach to determining fair value, an ESOP trial court decision that solidifies the DOL’s litigation success, and a Florida divorce case on how to value personal goodwill.
Program Agenda
Kress v. United States, 2019 U.S. Dist. LEXIS 49850; 2019 WL 1352944—federal gift tax case focusing on tax affecting
Estate of Aaron Jones v. Commissioner, T.C. Memo 2019-101—federal gift tax case adjudicated in the U.S. Tax Court focusing on tax affecting
Pizzella v. Vinoskey, 2019 U.S. Dist. LEXIS 129579—ESOP case
Muszynski v. Muszynski, Case No. 2013-DR-18828-O, Final Judgment of Dissolution of Marriage, Circuit Court of the Ninth Circuit, Orange County, Fla. (Oct. 4, 2017), Bob Leblanc (Circuit Judge), aff’d per curiamMuszynski v. Muszynski, 2019 Fla. App. LEXIS 9913 (June 25, 2019)—Florida divorce case centering on personal goodwill
In re Appraisal of Columbia Pipeline Grp., Inc., 2019 Del. Ch. LEXIS 303—statutory appraisal case
Learning Objectives
Analyze the issues that have dominated recent valuation and damages cases;
Explain what valuation methodologies or damages models worked and why (also find out what didn’t work);
Discuss how courts have responded to the testifying expert and how an experienced appraiser has weathered similar challenges; and
Explain how a specific case fits into the larger valuation or damages jurisprudence that controls or is shaping an area of law.
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