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Estate and gift case law

Jan 24, 2024 · 91.4 KB Download

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Developed by the AICPA Business Valuation Estate and Gift Task Force – January 2024 members: Natalya Abdrasilova, Derek Mathews, Kurt Pummel

This list provides practitioners who want to quickly identify cases that address specific valuation issues such as discounts, family limited partnerships, valuation methodology, just to name a few. Keywords, case citation, jurisdiction, and case date are other important identifiers the case law listing compiles to help direct practitioners to relevant cases for their review. This is a complementary resource

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