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Dell Appraisal Spawns a Multitude of Valuation Approaches

February 2017 | Issue 84 Introduction A Delaware Chancery appraisal case involving computer company Dell Inc. gave rise to a multitude of valuation measurements.  It is instructive to see how the court sorted through them in coming up with its final appraisal conclusion.  The case is In re Appraisal of Dell Inc., 2016 Del. Ch. LEXIS […] More...

Future Expected Investment Strategy Determines Value of FLP Interest

January 2016 | Issue 83 The estate of Helen P. Richmond held a 23.44% interest in Pearson Holding Co. (“PHC”), a family investment company.  The estate valued this holding at $3,150,000, later adjusted to $5,046,000.  The IRS valued it at $7,330,000.  This difference of opinion was aired in US Tax Court in a case called Estate […] More...

Do Attached Strings Affect the Value of a Gift?

October 2015 | Issue 82 Steinberg v. Commissioner, 145 T.C. No. 7 (Sept. 16, 2015) explores how a contingent liability accepted by a donee can impact the value of a gift for gift tax purposes. Introduction In 2007, Petitioner Jean Steinberg, age 89, entered into a net gift agreement under which she gave her four […] More...

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The following are among the firms that have referred or retained us to serve their clients.


Archer & Greiner, P.C.
Ballard Spahr LLP
Blank Rome LLP
Capehart Scatchard
Cooley LLP
Cozen O’Connor
Dechert LLP
Dickstein Shapiro LLP
Dilworth Paxson LLP
Duane Morris LLP
Earp Cohn P.C.
Eckert Seamans
Goodwin Procter LLP
Greenberg Traurig LLP
Hangley Aronchick Segal & Pudlin
Klehr Harrison Harvey Branzburg LLP
Kulzer & DiPadova, PA
Langer, Grogan & Diver P.C.
McCarter & English, LLP
Montgomery, McCracken, Walker & Rhoads, LLP
Morgan, Lewis & Bockius LLP
Morris James LLP
Morris, Nichols, Arsht & Tunnell LLP
Obermayer Rebmann Maxwell & Hippel, LLP
Parker McCay PA
Pepper Hamilton LLP
Potter Anderson & Corroon LLP
Richards, Layton & Finger
Saul Ewing LLP
Schnader Harrison Segal & Lewis LLP
Smith Katzenstein & Jenkins LLP
White and Williams LLP
Young Conaway Stargatt & Taylor, LLP


Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co.
Bowman & Company LLP
EisnerAmper LLP
J. H. Cohn LLP
Crowe Horwath LLP
Ernst & Young
Fesnak and Associates LLP
Horty & Horty, P.A.
Isdaner & Company LLC
McGladrey LLP
Nihill & Riedley, P.C.
Parente Beard LLC
PricewaterhouseCoopers LLP
Voynow, Bayard and Company


Allen & Company LLC
Boenning & Scattergood, Inc.
Brandywine Trust Company
Glenmede Trust Company
Goldman Sachs
Janney Montgomery Scott LLC
Meridian Venture Partners
Milestone Partners
New Venture Partners
PNC Financial Services Group, Inc.
Pitcairn Financial Group
Safeguard Scientifics, Inc.
Shipley Raidy Capital Partners, LP


Internal Revenue Service
U.S. Department of Justice
U.S. Department of Labor