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Join Jim Alerding and Jim Ewart, veteran valuators, and Drew Soshnick, family law attorney and experienced valuation expert, for a discussion of some of the most consequential recent valuation and financial litigation decisions. The three experts will present and discuss this selection of state and federal cases. The analysis of these cases, which the experts hand-picked for their importance, will provide insight into current issues in the business valuation arena and discussion of not only how the court ruled on these issues, but also what the experts believe is the importance of the issues and how to apply them in your practice.
Program Agenda
Midwest Energy Emissions Corp. & Mes Inc. v. Arthur J. Gallagher & Co., 2023 U.S. Dist. LEXIS 202160; 2023 WL 7411710 (Nov. 3, 2023) (Soshnick)
Abeome Corp., Inc. v. Stevens, 2023 U.S. Dist. LEXIS 220302 (Ewart)
In re Hussain, 2023 IL App (2d) 230210-U; 2023 Ill. App. Unpub. LEXIS 1775 (Nov. 7, 2023) (Alerding)
In re Marriage of Sommerville, 2023 Iowa App. LEXIS 547 (Ewart)
Hoensheid v. Comm’r (In re Estate of Hoensheid), T.C. Memo 2023-34; 2023 Tax Ct. Memo LEXIS 33 (March 15, 2023) (Alerding)
Bonus Case (Time Permitting): Fowler v. Fowler, 2023 Ark. App. 543; 2023 Ark. App. LEXIS 565
Learning Objectives
Describe what the courts are discussing and deciding in recent cases as it relates to valuation and financial litigation cases;
Restate the importance of the issues discussed in the cases to the valuation professional; and
Restate opinions of all three experts as to each case and each issue, and how each expert interprets the court’s decisions in these cases.
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