by Peter Morris | Oct 8, 2025 | Court Rulings, Valuations
Trethewey v. Trethewey, 2024 Overview. The judge awarded $1.7 million to Rosalia from the Wells Fargo account because the money transferred to her should not have been considered as a marital asset free from its liability. (Editor’s note: It was an account holding...
by adoyle@visiblelogic.com | Sep 23, 2025 | Court Rulings, Valuations
Walker v. Daniels, 2024 This was an Iowa appeal of a trial court decision of an oppression suit filed by two sisters who were minority shareholders in a family farming operation. This was a dispute between three brothers and their two sisters over their family farming...
by adoyle@visiblelogic.com | Sep 10, 2025 | Court Rulings, Valuations
Rigas v. Rigas, 2024 The judgment of the Supreme Court was appealed on this New York divorce case to the New York Court of Appeals. The appeals court affirmed the award of 20% of the during-marriage appreciation of the husband’s business, ARC Electrical &...
by adoyle@visiblelogic.com | Aug 8, 2025 | Court Rulings, Valuations
Wee v. Yangzhou Putian Shoemaking Co. (In re Unimex Corp.), 2024 “An expert’s report on debtor’s insolvency was excluded under Fed. R. Evid. 702 because the expert’s 50 percent discount of inventory value was a flawed assumption given that the debtor was not being...
by adoyle@visiblelogic.com | Jul 25, 2025 | Court Rulings, Valuations
Sneed v. Sneed, 2024 This case concerned the North Carolina appeal of a divorce decree by the trial court. The appellate court affirmed the decisions of the trial court and held that the trial court was within its discretion to accept the business appraiser’s...
by adoyle@visiblelogic.com | Jul 2, 2025 | Court Rulings, Valuations
Buckelew Farm, LLC v. Comm’r, T.C. Memo 2024-52; 2024 The U.S. Tax Court, in this case, allowed a charitable deduction that the IRS had disallowed despite the fact that the conservation purpose was not preserved into perpetuity following a circuit ruling invalidating...
