March 12, 2012

Assessed Damages Incurred by a Wholesaler as a Result of a Missouri Franchise Act Violation

Analyzed financial records and assessed damages incurred by a wholesaler of wine and spirits as a result of a violation of the Missouri Franchise Act by a major manufacturer of wine. Venue: U.S. District Court – Eastern District of Missouri

Learn more about our Litigation services.

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March 9, 2012

Analyzed Corporate Data to Render Opinion in Binding Arbitration

Analyzed corporate data, met with legal counsel for both parties to obtain allegations and facts underlying legal action against corporate officer/shareholder, interview parties to the case and render an opinion in binding arbitration.

Learn more about our Forensic and Valuation services.

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March 9, 2012

Evaluated Long-Term Care Options

We worked closely with a client to assemble a long-term care plan for a family member. We analyzed the costs of various arrangements (including long-term care facility, assisted living, and independent living with around-the-clock staff). We evaluated the care implications and financial sustainability of each choice, helping our client make an informed decision.

Learn more about our Family Wealth and Estate Planning and Tax Planning and Compliance services.

 

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March 9, 2012

Helped Retiring Executive Exercise Stock Options.

Our client, an executive about to retire, needed advice developing a strategy to exercise ISO and NQ options. We helped our client understand the benefits and drawbacks of taking stock options after retirement. We weighed factors like changing tax laws, cash flow concerns and the current tax environment.

Learn more about our Family Wealth and Estate Planning and Tax Planning and Compliance services.

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