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Court Approves Winstar Plaintiff’s Tax Gross Up Calculation

Court finalizes damages award to Winstar bank by adopting plaintiff’s projected tax liability on damages related to government’s breach of contract and by ordering an additional gross up award “to make plaintiff whole.”

Anchor Savings Bank v. United States

Court finalizes damages award to Winstar bank by adopting plaintiff’s projected tax liability on damages related to government’s breach of contract and by ordering an additional gross up award “to make plaintiff whole.”

Highland Capital Management, L.P., v. Schneiders

In 1998, Leonard Schneider and his three children sold their apparel companies to Norton McNaughton Inc. for $66 million plus a future earnout payment based on the companies’ performance.

Disappointed Investors Can’t Recover for Collapsed Stock Value Without Expert Evidence

Disappointed investors can’t recoup for collapsed telecomm stock without showing that financial advisor’s statements directly caused the loss in value.

Ray v. Citigroup Global Markets, Inc.

Disappointed investors can’t recoup for collapsed telecomm stock without showing that financial advisor’s statements directly caused the loss in value.

Investment Value Upheld Where Stipulation Did Not Require a Specific Standard of Value

The issue in this marital dissolution was the value of husband’s two businesses, Financial & Investment Management Group, Ltd. and Pension Service Design, Inc., which the parties agreed to submit to binding arbitration.

Valuation of Acquiree’s Customer Accounts Using Acquirer’s Data Upheld

Charles Schwab amortized the customer accounts that it had acquired through a merger. The Commissioner challenged the amortization and this suit followed.

The Charles Schwab Corporation v. Commissioner

Petitoner demonstrates it could determine the useful life of customer accounts it acquired after purchasing "Rose & Co." and therefore amortize them.

Sutherland v. Sutherland

Valuation used investment value methodology, and when challenged by wife as having given "unconscionable advantage" to husband, was upheld on appeal as "reasonable".

Use of fair market value reasonable even where recipient will obtain control

In this probate case, the court of appeals upheld the district court’s decision to use fair market value rather than ...

In re Estate of King

Issue is whether discounts for marketability and lack of control should be applied to determine value of minority interest in a closely held corporation.

Bergeland v. Bergeland

One of the major issues was the value of the husband's financial planning business.

No re-evaluation following merger required

At the trial of this marital dissolution matter, one of the major issues was the value of the husband's financial planning business.  Following the parties' separation, the husband's bu ...

Davis v. Miller

Issue is whether husband adequately disclosed the value of his 72.2% interest in General Financial Services in connection with the execution of parties' postnuptial agreement.

Book value adequate disclosure for postnuptial agreement

The primary issue in this fraud action is whether the husband adequately disclosed the value of his 72.2% interest in General Financial Services (GFS) in connection with the execution of the parties' postnuptial agreement.

Lowinger v. Century Communications Corp.

At issue is breach of fiduciary duty owed to Class A shareholders, as part of a merger.

Appraisal Action Exclusive Remedy for Monetary Relief in New Jersey

Although this action is in Connecticut, it is governed by New Jersey law because the defendant was incorporated in New Jersey.

Murtha v. Murtha

At issue is the valuation of husband's CFA certification.

Court finds value in CFA designation

One of the issues in this marital dissolution was the value of the husband's Chartered Financial Analyst (CFA) designation.

Court rejects Black-Scholes method for appraising employee stock options

In determining the equitable distribution of property, the court determined whether or not it has the authority to consider, for property division purposes, the value and distribution of unv ...

Chammah v. Chammah

At issue was the inclusion of unvested stock options and restricted stock in the marital estate.

Wife Has No Expert Appraisal; Husband's Expert's Number Prevails

Vaccaro v. Vaccaro , No. 95-1223, 1996 WL 387424, (fla. App. 5 Dist. July 12, 1996). Judge Peterson. The issue is the value of an 80% interest in a Buffalo Customhouse Brokerage Comp ...

Vaccaro v. Vaccaro

At issue is the value of the stock of a corporation which provided a major source of income to the former couple.

Stockbroker's Goodwill Is a Marital Asset

In a divorce action, husband appeals the trial court's valuation of his stock-brokerage business. The main valuation issue on appeal centers around the manner in which the husband's reputati ...

Wichman v. Wichman

At issue is the valuation of husband's brokerage business.

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