It’s 2017, and BVLaw Case Update is back. Join veteran valuation analyst Jim Alerding (Alerding Consulting LLC) and BVR’s legal editor, Sylvia Golden, for a one-hour discussion of some of most impactful recent valuation and economic damages decisions. This conversation will delve into statutory fair value opinions coming out of Tennessee and Delaware; a Section 1031 Tax Court decision by Judge Laro, one of the court’s most influential voices, addressing methodology and attorney-appraiser communications; and a multilayered ESOP case that featured some of the best-known financial experts in the field squaring off.
Program Agenda
Athlon Sports Communs., Inc. v. Duggan, 2016 Tenn. App. LEXIS 773
Dunmire v. Farmers & Merchs. Bancorp of W. Pa., 2016 Del. Ch. LEXIS 167
Exelon Corp. v. Commissioner, 2016 U.S. Tax Ct. LEXIS 26
Fish v. GreatBanc Trust Co., 2016 U.S. Dist. LEXIS 137351
Washington v. Kellwood Co., 2016 U.S. Dist. LEXIS 92309 (time permitting)
Washington v. Kellwood Co., 2016 U.S. Dist. LEXIS 136612 (time permitting)
Learning Objectives
Learn about recent valuation and/or damages cases challenging ideas about methodology and the act of presenting as an expert
Find out what drove the court’s decision
Understand a case’s larger significance in the valuation and expert testimony worlds
Hear how appraisers and litigators have dealt with similar valuation and litigation issues
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