Tax Strategies
We have a proven track record of developing well-documented and supported analyses and reports that have withstood IRS scrutiny for over 35 years. It’s why the wealthiest families and their tax and estate attorneys trust us with their most significant estate-planning transactions and complex valuation issues. The complexities associated with succession planning and estate reporting can make it challenging to get a valuation right. And, with greater IRS scrutiny of estate and gift tax valuations, the consequences of missing the mark can be severe. Our team of experienced valuation experts guide you through the process, tackling any issue – no matter how complex – and defending opinions against the utmost scrutiny.
Financial Reporting
Navigating changing accounting standards domestically and internationally has become a significant challenge for finance and accounting departments. It is prudent to rely on an independent valuation professional to produce sophisticated, supportable, and efficient valuations to comply with these various requirements.
Ownership Transition
Whether you are considering transferring your business to family members, structuring a long-term incentive plan for key employees, forming an employee stock ownership plan (ESOP), or an outright sale of the business, a number of issues require careful consideration and have long-term implications for your business, your family, and your estate.
