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Valuation Court – Key Takeaways from Recent Cases

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Jan 18
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Host: David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice

Guest(s): Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including:

  • Whether PPP funds should be included in a marital dissolution valuation
  • A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials
  • A divorce case where the court relied on a minority interest sale price rather than the husband’s expert, and
  • The Biltmore Estate case where the IRS lost arguing for an asset approach rather than an income approach

Dave and Natalya would like to hear from you about interesting cases, especially Canadian ones. Please share your thoughts at infoFVS@aicpa-cima.com and put in the subject: podcast ep 79.

For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

 

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

Information on credentials

Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.

About The Author

David is a Certified Public Accountant and Partner at Ferraro, Amodio and Zarecki, CPAs. David has an Accreditation in Business Valuation and is a Certified Divorce Financial Analyst. David practices a philosophy built around providing clients with outstanding creative and personalized quality services. David's experience and expertise help him provide clients with the tools and resources they need to understand the valuation of closely-held businesses, especially when it comes to divorce. His strengths in communicating the results of his valuation conclusion to clients are qualities that make him a leader in the industry.
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Christian has, along with his good nature and thoughtful regard, been exceedingly helpful with sorting out the complexities of our case. We could not be more pleased with our exchange. Thomas and Hema Easley

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