Tax Valuation
Valuations prepared for tax purposes under the fair market value standard, with the documentation the IRS expects. Our Section 409A work is prepared under the independent appraisal safe harbor, and our gift and estate work applies discounts only where the facts support them.
Section 409A common stock valuations under the independent appraisal safe harbor
Gift, estate and trust valuations of closely held interests, with discounts for lack of control or marketability only where the facts support them
Profits interests, LLC units and Section 83(b) elections
Charitable gifts, loss limitations, worthless stock, qualified small business stock and parachute payments
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