We have extensive experience valuing companies and fractional ownership interests for gift and estate tax reporting. We are frequently retained by individuals and families who own interests in closely held businesses and need valuations to assist with succession as well as estate planning and gift tax reporting.
While our valuations rarely receive scrutiny from the IRS, we are extremely successful in defending any challenges. In addition, we are frequently called upon to assist taxpayers with valuation reports provided 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 the necessity of litigating these matters before the U.S. Tax Court, U.S. Court of Federal Claims, or U.S. District Courts.
We also conduct tax-related valuations for domestic and international tax restructuring, dividend recapitalizations, capital gains events, and purchase price allocations.
Practice Specialists
Daniel R. Van Vleet, ASA
Managing Principal
William P. McInerney, ASA
Manager