Valuation and Litigation Briefing March/April 2025
In this issue of our Valuation and Litigation Briefing, the feature article provides details of how fraudulent transfers were recovered in bankruptcy. Other articles detail how owner’s of a company violated ERISA, supplementing financial discussions with a business valuation, and more.
Articles in this issue:
- Arrowsmith v. First United Methodist Church Centre, Alabama Church ordered to return more than $500,000 in donations
- Exercise caution when valuing a business for ESOP purposes
- Using business valuations to bolster financial discussions
- Obtain a qualified appraisal when donating private stock – or else
As always, if you have questions or currently in need of business valuation services, please reach out to John F. Maloney, CPA, CFF, CVA, ABAR at 215.675.8364.
To read the entire March/April 2025 issue of Valuation and Litigation Briefing, please click here.
DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update, and other related communications are intended to provide general information, as of the date of this communication, and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. Be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.
