Estate, Gift & Income Tax Valuation

Estate, gift and income tax valuations have strict IRS requirements, and our estate tax accountants understand the Internal Revenue Code and various regulations inside and out.

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:

• Equity and debt instruments issued by closely held companies
• General partner and limited partnership interests in family limited partnerships (FLPs)
• Member interests in limited liability companies (both managing & non-managing member interests)
• Convertible and payment-in-kind (PIK) securities
• 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