Resolve complex tax disputes
Valuation Experts for Tax Related Disputes
When facing valuation related disputes in estate and gift tax matters, you need assistance from experts with strong reputations and credibility with the IRS.
Our professionals average more than 20 years of experience preparing business valuations for estate and gift tax matters. We have valued thousands of privately held and publicly traded businesses and fractional equity interests across a wide variety of industries. Our clients include some of the wealthiest individuals and families in the world holding ownership interests in some of the largest privately held and publicly traded companies.
Technical expertise & tenacity
Our Approach to Tax Disputes
When you work with the Griffing Group, you receive personalized attention from senior staff members who shepherd your engagement from start to finish. Our technical knowledge and strong track record bring credibility to every tax reporting and dispute engagement.
Our process begins by investing the time and effort necessary to understand the story of the business — its past, present, and future. We work closely with boards of directors, executives, and shareholders to ensure that our analyses and reports are well informed, credible, and able to stand up to rigorous scrutiny.
Our experts help clients and attorneys understand the complexities of valuation issues and successfully navigate interactions with the IRS at the audit and appeals levels and in U.S. District Court and U.S. Tax Court.
Effective & trusted
Proven Success
With a proven background of success in disputed matters with the IRS at audit, appeals, and appeals mediation programs, we possess the credibility and technical expertise needed to resolve valuation related issues with the IRS.
While our valuations rarely receive scrutiny from the IRS, we are successful in defending any challenges. In addition, we are frequently called upon to assist taxpayers with valuation reports developed by other experts, that are being challenged by the IRS. We have an accomplished track record of resolving these types of disputes within the IRS audit or appeals process, thereby avoiding costly litigation in the U.S. Tax Court, U.S. Court of Federal Claims, or U.S. federal district courts.
Leaders in pass-through entities
Our Tax Reporting & Valuation Experts
The Griffing Group tax reporting and dispute experts are trusted for both their services and thought leadership.
One of our experts, Daniel Van Vleet, is the author of the Van Vleet Model, the most widely used model for the valuation of pass-through entities. The model has been published in numerous valuation textbooks and journals and is accepted as the premier approach for valuing pass-through entities in U.S. Tax Court, U.S. federal district courts, and numerous other state courts and arbitrations.
Additionally, Daniel Van Vleet and William McInerney have contributed their thought leadership to valuation textbooks, scholarly articles, and the national conferences of professional valuation organizations.
Daniel R. Van Vleet, ASA
M&A/Shareholder Litigation, Tax Reporting & Disputes
David J. Neuzil, CFA, ASA
M&A/Shareholder Litigation, ESOP Disputes
William P. McInerney, ASA
Tax Reporting & Disputes, ESOP Disputes
David Clarke Co-Authors Chapters in "Valuing a Business"
2021 Year in Review: Leading in Valuation Theory and Practice
2021 Mid-Year Update: Major Cases and Accomplishments
