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Susan Diane Starks Ross v. Billy Wayne Ross

The Louisiana Supreme Court considered determined that renewal commissions from insurance policies written prior to the marriage were not the agent’s separate property despite the fact that he executed a declaration of paraphernality. It reached this deci ...

Renewal Commissions Determined to Be Marital Property

The Louisiana Supreme Court considered determined that renewal commissions from insurance policies written prior to the marriage were not the agent’s separate property despite the fact that he executed a declaration of paraphernality. It reached this deci ...

Guthmiller v. Guthmiller

Issue is the failure of the trial court to determine a value of the husband's insurance business where neither party presented expert testimony of the value of the business.

Market approach not indicative of FMV of captive insurance agency

The primary issue in this marital dissolution matter was the value of the husband's auto insurance company, Cutler Insurance Agency.

In re the Marriage of Cutler

The primary issue in this marital dissolution matter was the value of the husband's auto insurance company, Cutler Insurance Agency.

Newton Insurance Agency v. Caledonian Insurance Group

The Washington Court of Appeals affirmed a damage award for a lost book of business in this tortious interference with a business expectancy case. The book of business was valued using two times annual commissions.

Court Rejects Adjusting Cap Rate Earnings to Apply to S Corporation

The issue in this estate tax matter is the fair market value of decedent William G. Adams Jr.'s 178 shares of voting common stock (a 61.59% interest) of Waddell Sluder Adams & Co., Inc. (WSA), an insurance agency that operated as an S corporation.

Valuation based on 'formula' preferred over multiple of annual renewals

The issue on appeal was whether the trial court erred in determining the value of the parties' business Northland Security Insurance Service ("Northland").

Adams v. Commissioner

Business Valuation and Taxes: Procedure, Law and Perspective ...

Olson v. Olson

The issue on appeal was whether the trial court erred in determining the value of the parties' business Northland Security Insurance Service.

Neonatology Associates v. Commissioner

Business Valuation and Taxes: Procedure, Law and Perspective ...

ITT Hartford Group, Inc. v. Virginia Financial Associates, Inc.

The Virginia Supreme Court applied the New Business Rule to a business with a two-year operating history in this quantum merit case.

New Business Rule Applied to Two-Year-Old Business

The Virginia Supreme Court applied the New Business Rule to a business with a two-year operating history in this quantum merit case.

James R. Cozart v. Lynn Anne Cozart

The Tennessee Court of Appeals determined that an insurance agent's business was a marital asset subject to valuation and division in divorce. It determined that the business was made of two parts: the book of business and the deferred compensation packa ...

Insurance Agent’s Book of Business Is Marital Property

The Tennessee Court of Appeals determined that an insurance agent's business was a marital asset subject to valuation and division in divorce.

Wittig v. Wittig

At issue is the valuation of husband's separately owned stock in an insurance agency.

Corporation's valuation formula evidence of value

The valuation issue in this marital dissolution was whether the trial court erred in using the corporation's own valuation formula to determine the value of husband's stock in a closely held insurance ...

Home Security of America, Inc. v. Karl R. Wellman, et al.

The Wisconsin Court of Appeals affirmed a jury's determination of lost profits due from a corporate officer's breach of fiduciary duty by establishing a competing errors and ommissions insurance business. The lost profits were established by expert testi ...

Lost Profits Calculated by Subtracting Actual From Projected Earnings

The Wisconsin Court of Appeals affirmed a jury's determination of lost profits due from a corporate officer's breach of fiduciary duty by establishing a competing errors and ommissions insurance business.

Court affirms buy-sell agreement's impact on share price

Wife appeals the trial court's distribution of property, and claims husband's 293 shares of closely-held stock is community property.

Seiler v. Seiler

One issue in this case was the value of goodwill in an insurance agency.

In re the Marriage of Gillespie

At issue is the valuation of husband's shares in an insurance company and a covenant not to compete.

Insurance Accounts Determined to Be Largely Personal, Not Corporate, in Nature

The Washington Court of Appeals affirmed and reversed the trial court's determination of damages for misappropriation of client lists under the Uniform Trade Secrets Act. Three insurance agents left Nowogrowski, merged with another firm, and solicited N ...

Ed Nowogroski Insurance v. Reick, et al.

The Washington Court of Appeals affirmed and reversed the trial court's determination of damages for misappropriation of client lists under the Uniform Trade Secrets Act. Three insurance agents left Nowogrowski, merged with another firm, and solicited N ...

Pamela Grace v. Theodore Grace

The Arkansas Supreme Court reversed a Chancellor's valuation of an insurance agent's book-of-business. The Chancellor deducted the tax consequences of a hypothetical sale of the asset. The appellate court reversed this decision. It found that the tax con ...

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