Tax Planning and Compliance


Tax Planning and Compliance


Independent and well-developed business valuations are linchpins for many estate and income tax planning and compliance matters. Whether gifting shares of a closely-held business to family members, awarding stock appreciation rights to key employees, or establishing pricing policies with international affiliates, achieving your personal and business objectives requires valuation professionals who truly understand the motivations underlying each transaction. Our professional staff is active in both the tax and valuation fields, having presented relevant topics to national and regional professional groups as well as other practitioners. To preserve and increase your assets in the most tax-efficient manner, valuations must withstand scrutiny from the IRS and other authorities. We adhere to stringent standards and ethics administered by reviewing entities and the highly respected professional organizations to which we belong, all to insure our work product is accurate and defensible. Our tax planning and compliance experiences include, among others:

  • Estate and gift tax planning and compliance

  • C-to-S corporation elections

  • Intercompany transfer pricing

  • Charitable contributions

  • Deferred compensation

  • Buy-sell agreements

  • Restricted stock and blockage discounts

  • Fractional interests

  • Purchase price allocations

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