Valuation in Tax Settings

Even apart from the constant changes in federal and state law, the price volatility of closely-held assets used in gift, estate, and income tax planning makes defensible values even more critical. Our experts have calculated and defended values for a long list of clients and their advisors. Relying on established methods and the relevant case law, we have testified for and against the IRS and other taxing agencies. Our calculations have also been used to settle cases before trial and to preclude disputes.

Our Valuations Experts