Tennessee Divorce: Law Firm Valuation Case Summaries
Selected law firm valuation in Tennessee divorce appellate cases summarized. Julie C.W. v. Frank Mitchell W., Jr. No. M2019-01243-COA-R3-CV (Tenn. Ct. App. Feb. 26, 2021). Husband was partner at Bass, Berry & Sims law firm, and wife was a staff attorney at the same firm. Wife’s expert witness, Vic Alexander, CPA, testified that husband’s interest […]
Read More»Mason Spoke to MBA Family Law Section April 19, 2023
Miles Mason, Sr. presented continuing legal education for the Memphis Bar Association Family Law Section in April, 2023 at The Capital Grille, 5:30 p.m. on April 19, 2023. See action photos from this presentation below! Mason discussed “Complex Assets & Financial Analysis in Divorce,” an advanced course on preparation and use of marital balance sheets […]
Read More»Meet Joshua Shilts ASA, CPA/ABV/CFF/CGMA, CFE
Meet Joshua Shilts ASA, CPA/ABV/CFF/CGMA, CFE https://youtu.be/t4gFc-3mPbMVideo can’t be loaded because JavaScript is disabled: Meet the Expert: Josh Shilts (https://youtu.be/t4gFc-3mPbM) “Cryptocurrency in Divorce” is a video series with Joshua Shilts CPA/ABV/CFF/CGMA, ASA, CFE answering important questions from divorce attorney Miles Mason, Sr. Miles attended two of Joshua’s lectures with the AICPA’s Forensic and Valuation Services […]
Read More»Wife Gets $7000 per Month Alimony in Futuro from Plastic Surgeon
Tennessee case summary on medical practice valuation and alimony after 24 years married in divorce. Deborah R. Chase v. Christopher W. Chase The wife in this Hamilton County, Tennessee case filed for divorce from her physician husband in 2019. Since both children were adults, the case focused on property distribution and alimony. A trial was […]
Read More»Can’t Review Property Division Without Classification / Valuation Findings
Tennessee case summary on property division in divorce. Isa Neely Artry v. Lester Ray Artry The husband and wife in this Shelby County, Tennessee, case were married in 1992 and had one adult child. The husband was a firefighter, and the wife worked part time for FedEx. They also owned a styling salon from which […]
Read More»Wife’s Expert Witness Valuation of Subways Accepted
Tennessee case summary on dissipation and business valuation in divorce. Staci L. Robinson v. Eric S. Robinson The husband and wife in this Hawkins County, Tennessee, case were married in 1990 and had two children. At the time of their divorce, the husband, who had a master’s degree, was 51, and the wife, who had […]
Read More»Financial Advisor’s “Book of Business” Not a Marital Asset
Tennessee case summary on marital property definition and classification in divorce. Melanie Miller Hollis v. Charles Myers Hollis, Jr. The husband and wife in this Bradley County, Tennessee, were married in 1996, and the wife filed for divorce in 2018. The husband was a financial advisor for UBS, and a major client was the Church […]
Read More»Application of the Coverture Fraction to a Deferred Distribution of a Tennessee Consolidated Retirement System (“TCRS”) Pension Plan
Thank you to Robert Vance, CPA, ABV, CFF, CVA, CFP for allowing us to reprint his article describing and discussing this important appellate opinion and adding important notes. ROBERT MARTIN THOMPSON v. CHRISTIE LEE THOMPSON, Appeal from the Circuit Court for Putnam County, No. 2015-CV-229 Amy V. Hollars, Judge, In the Court of Appeals of Tennessee at Nashville, No. […]
Read More»Gift of Real Estate Partnership Was Marital Property When Gifted During Marriage
Tennessee case summary on property division, classification, and valuation in divorce. Carolyn Diane Long v. Steven Lawrence Long The wife filed for divorce in Cumberland County, Tennessee, in 2014. The trial court divided the parties’ property and there was a first appeal to the Tennessee Court of Appeals, which remanded the case to Judge Larry […]
Read More»Mason Speaks on Professional Practice Valuation @ TSCPA Conference
Miles Mason, Sr. JD, CPA has attended the TSCPA’s Forensic and Valuation Services Conference almost every year over the last 20 years or so. Many years, he has also presented. 2021 is no exception. On day 3, Mason was a panelist for the Professional Practice Valuation presentation with Kurt A. Myers, CPA/ABV, ASA, CBA, CVA and […]
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