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Estate and Gift Valuation Case Law Directory

Apr 30, 2026 · 129.8 KB Download

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Developed by the AICPA Business Valuation Estate and Gift Task Force – 2026 members: Natalya Abdrasilova, Robert Allen, Baria Jaroudi, Lisa Cribben, Derek Mathews, Kurt Pummel

This directory serves as a resource for practitioners seeking to efficiently locate cases that address specific valuation issues, including discounts, family limited partnerships, and valuation methodologies. Additional identifiers such as keywords, case citation, jurisdiction, and case date are provided to facilitate effective navigation and ensure practitioners can readily access relevant cases for their assessment.

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