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In Misappropriation Case, Expert’s ‘Head Start’ Damages Calculation Survives Appeal

In Misappropriation Case, Expert’s ‘Head Start’ Damages Calculation Survives Appeal

by Royer Advisors | Dec 11, 2024 | Court Rulings

Sabre GLBL, Inc. v. Shan This damages case, which centered on an employee’s breach of fiduciary duties and other misconduct toward her former employer, and which went to arbitration, includes an informative discussion of the difference between head start damages and...
Year-End Strategies to Reduce AGI

Year-End Strategies to Reduce AGI

by Royer Advisors | Dec 11, 2024 | Deductions, Financial Planning, Tax Planning

Like every summer in Maine, it went by much too fast. But now that fall is here and the end of the year is in sight, it’s a great time to think about crossing off a few of your financial to-do’s. One important project you can tackle is reducing your current-year...
Connecticut Court’s Impermissible Double Dipping Triggers Remand

Connecticut Court’s Impermissible Double Dipping Triggers Remand

by Royer Advisors | Dec 11, 2024 | Court Rulings, Divorce Litigation

Oudheusden v. Oudheusden In a noteworthy decision, a Connecticut appellate court recently found the trial court double dipped when it divided the marital assets and calculated spousal support. Although attorneys from both sides had alerted the trial court to the risk...
Tax Implications of Refinancing Your Home

Tax Implications of Refinancing Your Home

by Royer Advisors | Dec 11, 2024 | Deductions, Tax Planning

With the recent reduction in interest rates — and reports that further cuts could be on the horizon — you may be considering refinancing your home. If you are, there are some tax implications involved that you should know about. Here’s a quick overview. Deductions for...
ESOP Court Denies Discovery of DOL Expert’s Prior Work for Government

ESOP Court Denies Discovery of DOL Expert’s Prior Work for Government

by Royer Advisors | Dec 11, 2024 | Valuations

Acosta v. Wilmington Trust In an ongoing ESOP litigation, the defendant trustee’s effort to obtain information on the DOL expert’s prior valuation work for the government was thwarted. In denying the trustee’s motion to compel, the court found the information was...
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Recent Posts

  • U.S. Supreme Court Affirms Inclusion of Corporate-Owned Life Insurance in Value of Company for Estate Tax Purposes
  • Massachusetts Appellate Court Finds Double and Maybe Triple Dipping and Reverses and Remands
  • Iowa Appellate Court Affirms Date of Value and Value of Farming Operation in Shareholder Oppression Suit
  • New York Appellate Court Affirms Award of 20% of Appreciation of Business During Marriage to Wife and Awards Maintenance to Wife
  • Expert’s Testimony Is Excluded as to Solvency—Adjustments to the Balance Sheet of Debtor Were Inappropriate

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