EXPERTISE

Years of experience collaborating with attorneys, CPAs, and other tax advisors enables us to understand the important issues surrounding tax planning and compliance. Valuation services include:

• Valuations for estate and gift tax compliance
• Purchase price allocation studies
• Valuations for charitable deductions
• Valuations for worthless stock deductions
• Valuations for S Corporation elections
• Valuations for corporate restructurings
• Limited partnership and membership interest discount studies
• Restricted stock valuations
• Noncompete agreement valuations
• Employee stock option valuations
• Intercompany transfers of intellectual property