Estate, Gift, and Income Tax Valuation

Valuations performed for estate, gift, and income tax valuations purposes must adhere to strict IRS requirements.  We understand these requirements and bring our knowledge of the Internal Revenue Code and applicable regulations to every matter.  We appraise your situation to ensure you’re up to code on all the requirements, and also provide you with a defensible and supportable business valuation conclusion. We provide valuations of:

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• Equity interests in closely held business entities

• General partner and limited partnership interests in family limited partnerships (FLPs)

• Member interests in limited liability companies (both managing & non-managing member interests)

• Blockage discount determination

• Intellectual property, including patents, copyrights and trademarks

• Stock options, phantom stock plans and restricted securities

• Personal goodwill

• Employee stock ownership plans

• Covenants not to compete

• Customer lists and other customer based intangible assets