Fvs Podcasts

Valuation Case Law Update

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Sinopse

In this interview, Dave and Natalya discuss several significant court cases related to gift and estate tax valuations, ESOPs, and control issues in business valuations.  Throughout the discussion, they emphasize the need for careful planning and the potential implications of court decisions on future valuation practices: Controversial Connolly Case which included life insurance proceeds in the value of a company for estate tax purposes Importance of Proper Valuation Methods: The discussion emphasized the need for accurate and appropriate valuation methods, particularly in ESOP cases Valuation professionals must stay informed about legal precedents and be prepared to adapt their methods accordingly Guest:  Natalya Abdrasilova, Director of Valuation and Litigation Services, BDM PC Host: David Consigli Jr. , Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation pr