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  • Case Law - QuickRead Top Story

    Federal Cases: ESOP Fidiciuary Responsibility, Valuation Misstatement Penalties, More

    May 1, 2013

    Plus: Bishop v. Commissioner Rules on When and Whether a Bad Debt Loss Can Be a Claimed Deduction In Schwab v. Commissioner, a case turns on when a variable universal life insurance policy is a taxable event.  In Boone Operations Co., LLC v. Commissioner, find out when contributing fill dirt to the city of Tucson is or isn’t a charitable or taxable event.

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  • Case Law - QuickRead Top Story

    The Courts Weigh In: Mortgages, Penalties, and Taxes

    December 5, 2012

    Federal Cases Examine Bankruptcy, Valuation Standards The Court of Appeals for the Eleventh Circuit weighs in on penalties for “gross valuation misstatement” in Gursthaw v. Commissioner, and the U.S. Bankruptcy Court for the Eastern District of Tennesee rules on the value of mortgage liens In re: Williams.

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