Tax Compliance

      Valuations are a critical element of successful tax planning strategies. We provide the following services
        related to tax compliance:
  • Closely held stock valuations for family wealth planning & estate tax compliance
  • Business valuations for corporate restructurings & related tax planning
  • Executive stock option valuations for gift & estate tax planning
  • Business & intangible asset valuations in connection with Subchapter S tax status
  • Intellectual property valuations
  • Restricted stock valuations for family wealth planning and estate tax compliance
  • Valuation of covenants not to compete
  • Valuations for charitable donations