royer-cpa.com
  • About
    • Who We Are
    • Meet Our Team
  • Services
    • Business Accounting + Advising
    • Business Tax Services
    • Litigation Support & Business Valuation
      • Zachary Gilbert, MST, CPA, CVA
      • Expert Witness Testimony
      • Economic Damages & Settlements
      • Business Valuation
      • Business Interruption Insurance Claims
    • Dental Advisory Services
    • Municipal Auditing
    • Strategic Planning
    • Succession Planning
  • Careers
    • Employment Opportunities
    • Tax Season Internship Program
  • The Royer Report
  • Contact
Select Page
Valuing In-Kind Distributions of Closely Held Stock in Divorce

Valuing In-Kind Distributions of Closely Held Stock in Divorce

by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations

Which would you (or one of your clients) rather receive in a divorce settlement: cash or stock in a closely held business that is controlled by your former spouse? When divorce gets ugly, and it often does, cash might be a safer bet than in-kind distributions, but the...
Court Affirms Rightness of Expert’s ‘Marital Value’ Calculation

Court Affirms Rightness of Expert’s ‘Marital Value’ Calculation

by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations

In re Honer, 2015 Cal. App. Unpub. LEXIS 2531 (April 9, 2015) In a bitter California divorce, the valuation of two grocery stores was a sore point. The wife attacked the work of the husband’s expert because he used what he called the “marital value.” The appeals court...
A Joint Expert Could Be Just What the Court Ordered

A Joint Expert Could Be Just What the Court Ordered

by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations

There is a common perception that financial expert witnesses are biased in favor of their clients’ financial interests. In truth, credentialed professionals must adhere to various ethical standards that require them to be independent and objective when serving...
Lack of Evidence KOs Claim for Goodwill

Lack of Evidence KOs Claim for Goodwill

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

Reedy-Huffman v. Huffman, 2015 Alas. LEXIS 56 (May 20, 2015) Hire a valuation expert. That’s the message the Alaska appeals court sent in a ruling involving a professional practice caught up in a divorce. The opinion also includes a good summary of the state’s...
NLRB Ruling is Growing Legal Hazard for Some Employers

NLRB Ruling is Growing Legal Hazard for Some Employers

by Royer Advisors | Dec 11, 2024 | Court Rulings

Recently there has been a rise in the use of staffing agencies, so the National Labor Relations Board (NLRB) has sought to redefine the relationship between the employees of such an agency and the agency’s client. To do that, the NLRB had to broaden the legal...
No Place for Asset Appraisal in Trust Dispute, Court Says

No Place for Asset Appraisal in Trust Dispute, Court Says

by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations

Cartwright v. Jackson Capital Partners, Limited Partnership, 2015 Tenn. App. LEXIS 361 (May 21, 2015) Did the appraiser use the wrong method for the case? This question took center stage in a lawsuit featuring the beneficiary of a grantor trust who claimed the trustee...
« Older Entries
Next Entries »

Recent Posts

  • A New Maine Tax Law Could Reduce Your Federal Tax Bill — Here’s What You Need to Know
  • 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

Recent Comments

No comments to show.
Royer_Logo_General_2022_Outlined_Horizontal_White


6 Fundy Road, Suite 100
Falmouth, ME 04105 



(207) 781-3445



info@royer-cpa.com

  • Follow
  • Follow
Name