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Dan Riske

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District Court Dismissal in Lee v. Argent Trust Company Upheld in Appeals Court

Employee Stock Ownership Plans (“ESOPs”) can be a useful tool allowing business owners to facilitate succession planning while simultaneously

Business Interruption Claims and COVID-19 Part Two

(This is an update to Tom Pratt’s April 6, 2020 article, Business Interruption Claims and COVID-19) Many businesses throughout the country continue

Estate of Jones v. Commissioner

For many years there has been general consensus among valuation analysts that taxes should be considered when valuing a pass-through entity (“PTE”)

Impact of Current Market Conditions on Valuations for Estate Planning

Schneider Downs has recently written about general estate planning strategies in this volatile market, but this article will focus more on the impact on

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Accounting Considerations When Acquiring a Company

Congratulations, your firm just acquired another company! You went through the long and arduous process of vetting and selecting the best acquisition target.

Amazon: Prime Time to Celebrate After Prevailing in Tax Court Dispute

Internal Revenue Code §482 (“§482”) provides standards governing transactions between entities “owned or controlled directly

Jarden Dissenting Shareholder Appraisal Case - Heated Arguments on Both Sides

Unless you grew up as a member of the fictional TV family The Brady Bunch, you have been in a heated argument. If you operate a business with multiple

ESOP Valuation Court Case Questions Fiduciary's Diligence in Buy-Out of CEO's Shares

The Employment Retirement Income Security Act of 1974 (“ERISA”) permits an employer to create Employee Stock Ownership Plans (“ESOP”),

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A Valuation Analyst’s Work is More Than Just “BS” (Balance Sheet)

Generally Accepted Accounting Principles (“GAAP”) were developed with the purpose of benefiting the various stakeholders of a business (e.g.,

Kress Case Addresses S Corporation vs. C Corporation Issues

The United States District Court’s March 2019 court decision in Kress v. United States1 created a lot of buzz in the valuation community. The case

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