In our fifth issue of Valuation & Litigation Briefings for 2021, the following topics and articles are featured:

  • How to reevaluate risk in the new normal
  • Estate planning for business owners: Act soon to take advantage of favorable federal tax rules
  • FAQs about fairness opinions
  • Court favors “exceptionally knowledgeable” valuation expert

To read this edition of our Valuation & Litigation Briefing newsletter, or download a pdf, please click on the appropriate link below:

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.

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.