413
Showing 17–18 of 18 results
-
For What It’s Worth: Valuation in the Courts – Attorney-client privilege not guaranteed
Fall 2009
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 413
Abstract: Attorney-client privilege is a cornerstone of our legal system. Yet, in a recent minority shareholder suit for fraud and breach of fiduciary duty, the New York Supreme Court ruled that attorney-client privilege doesn’t generally extend to communications between a valuation expert and attorney. Thus, before sharing information with a financial professional or committing a conversation to writing, business owners and their attorneys need to consider how opposing counsel might use it in the case at hand.
-
3 tips for tax-smart intrafamily loans
April / May 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 413
Abstract: At one time or another, you may wish to provide financial assistance via a loan to your children or other family members. Whatever your reasons for lending to a family member, it’s important to structure and document the loan carefully. You may trust these loved ones implicitly but, if you handle things too informally, you may bring about some unpleasant tax consequences. This article offers three tips for making tax-friendly family loans.