TAX REPORTING

An integral part of our services.

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PRECISE INFORMATION FOR TAX PLANNING AND REPORTING

A key portion of our business is providing valuations for tax planning and reporting purposes.

Fair market value (FMV) is the price that property would sell for on the open market. It is the price that would be agreed on between a willing buyer and a willing seller, with neither being required to act, and both having reasonable knowledge of the relevant facts.

THERE ARE MANY TAX REQUIREMENTS TO HAVE AN IRS QUALIFIED BUSINESS APPRAISAL, INCLUDING:

  • Stock-Based Compensation (IRC Sec. 409a – Options, Warrants, SARs, Phantom Stock or Profits Interests, aka Synthetic Equity)

  • Estate & Gift Tax Planning for Estate Tax Freezing Techniques involving trusts such as SLATs, BDITs, GRATs, etc.

  • Charitable Contribution Planning such as donating shares to Donor Advised Funds or Charitable Trusts

  • Built-in Gain Analysis / Entity Conversion

  • Cost Basis Establishment upon Death

The challenge with tax reporting valuations can be immense, especially in a world of constantly changing tax laws and regulations at federal, state, and local levels. International laws add to the complexity in an ever-changing global marketplace. We conduct thorough analyses and develop strategies that allow you to utilize tax law advantages while maintaining confidence that you can stand up to IRS challenges or audit scrutiny.

Our business valuation will include a variety of valuation methodologies under an income, market, and cost approach. These common valuation approaches and methodologies help ensure accuracy and guarantee wide acceptance of valuation conclusions.

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