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Valuation and Litigation newsletter

Valuation and Litigation Newsletter – March/April 2022

In this edition of our Valuation and Litigation newsletter, the feature article is about discounting majority interests. The article provides a detailed overview of a recent U.S. Tax Court case that addressed the valuation of majority interests in five real estate holding companies for estate tax purposes.

Other articles include:

  • Maginnis v. Maginnis: Court addresses apportionment of goodwill in divorce
  • How financial experts solve the mystery of hidden assets
  • Accounting 101: Levels of assurance

As always, if you have questions or currently in need of valuation services, personal or for business, please reach out to John F. Maloney, CPA, CFF, CVA, ABAR at 215.675.8364.

To read this edition of our Valuation & Litigation Briefing newsletter,

please click HERE.

DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update COVID-19, COVID-19 Business Resources, COVID-19 Client News Alerts and other related communications are intended to provide general information, including information regarding legislative COVID-19 relief measures, 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. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, 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.