Estate of Dunn instructive for ESOP valuations

Business Valuation UpdateVol. 9 No. 8
Data and Publications Update
August 2003


The recent case of Estate of Dunn v. Commissioner, 2002 U.S. App. LEXIS 15453 (5th Cir. Aug. 1, 2002) dealt with estate taxes, not ESOP stock. Nonetheless, authors Reilly and Gould proceed t ...