TAX & REGULATORY

Accountability and substantiation is a necessity for any tax, compliance and planning endeavor, whether determining discounts or charitable contributions, complying with international tax regulations or undergoing a corporate reorganization. Additionally, the nature of many assets or equity interests is becoming more complex, requiring the frequent involvement of an experienced valuation firm.

Proof of valuation is a growing requirement for substantiation. As an independent, third-party valuation firm, we can provide the support and best practices to value personal property as well as intangible assets, equity interests, and other financial instruments, to assist in meeting various compliance requirements while maximizing value.

We provide great security and comfort to private companies and firms, as well as their tax attorneys, in ensuring that sophisticated legal strategies can be executed flawlessly and defended in the event of any challenge. Our experience and knowledge across both law and finance enable us to suggest creative solutions to our clients and serve as their thought partners in evaluating their options.

Tax + Regulatory Expertise:

  • Options (409a)/Profits Interests/Phantom Stock

  • Economic Equivalency tests for Corporate Conversions

  • Restricted Stock Valuations (280G, M&A, Exec Comp)

  • Secondary Stock valuations

  • Partner Buy-in/Buy-out – Goodwill Exchange

  • Intangible Asset Transfers Trusts & Estates/Real Estate

  • Transfer Pricing