Developed by the AICPA Business Valuation Estate and Gift Task Force – January 2025 members: Natalya Abdrasilova, Robert Allen, Derek Mathews, Emma Patterson, 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.