Value of stock in IRA must include tax consequences

Business Valuation UpdateVol. 8 No. 7
Legal and Court Case Update
July 2002

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marital dissolution/divorce
marital dissolution
Kelley v. Kelley
2002 Ohio 2317, 2002 Ohio App. LEXIS 2328
May 13, 2002
US
State Court
Ohio
Court of Appeals
David Dinsmore, CBA, CFP, RFC (for husband); Jack Hastings (for wife)
Young

Summary

Two of the three issues in this case were: (1) whether the trial court should have considered any tax implications of the valuation; and (2) whether the trial court erroneously valued husband's MTP Inc. (MTP) stock.

See Also

Kelley v. Kelley

Full Text of Court Cases
May 13, 2002

Issues were whether trial court should have considered tax implications of the valuation, and whether trial court erroneously valued husband's MTP Inc. stock.