services: tax compliance: representative engagements

Quist works with a wide variety of clients—public and private companies, national and international businesses and emerging growth to Fortune 500 companies—in a range of industries. Following is a list of recent representative engagements that are examples of our work in the area of tax compliance.

  • Provided the valuation of an international trademark portfolio for an international non-profit. The portfolio included trademarks in 20 foreign countries. The purpose of the valuation was to enable the non-profit to retain its 501(3)(C) status.
  • Established the value of American Deposit Receipts (ADRs) held by a multi-billion dollar international entity for tax planning purposes.
  • Established the value of a residential homebuilder with revenues of approximately $200 million for buy/sell and gift tax purposes.
  • Established the value of a national healthcare staffing agency with revenues in excess of $200 million for tax planning purposes.
  • Established the value of multiple business segments of a large steel and pipe supplier for tax planning purposes.
  • Established the value of multiple European subsidiaries of a publicly traded telecommunication services provider with revenues in excess of $1B for tax planning purposes. Quist’s valuations were reviewed by two Big 4 audit firms.
  • Established the strike price for incentive stock options for an emerging growth firm involved in the defense industry.

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