It is important for companies to understand the impact of tax decisions and develop a tax planning strategy. Tax strategies are subject to examination by the Internal Revenue Service. We specialize in preparing independent valuations for federal and state estate tax purposes and are experienced in working with the U.S. Internal Revenue Service and state taxing authorities in the event of an audit.
Tax regulations are modified or completely transformed over time. We help companies and individuals understand the impact of tax decisions and provide defensible valuations which withstand regulatory scrutiny.
Tax Valuation Services
- Estate tax valuations
- Gifting and family transfers
- Tax restructuring valuations
- Valuation of buy sell agreements
- Valuation of non-compete agreements
- Section 83(b) valuations
- Section 409(a) valuations