Tax Valuation

Tax Valuation

Our Experience

Our valuation professionals have performed hundreds of valuations for tax-related purposes, including gift tax, estate tax, and income tax. We perform valuations of closely held corporations, general and limited partnerships, and limited liability companies.

Our Clients

Our clients include attorneys, accountants, other tax professionals, and their business and individual clients.


  • Wealth Transfer and Estate Tax Planning
  • Gift and Estate Tax
  • Stock Options and Equity Issued as Compensation (IRC 409A)
  • Purchase Price Allocations (IRC 1060)
  • Conversions from C to S Corporation Status
  • Tax Restructurings and Reorganizations
  • Business versus Personal Goodwill
  • Discounts for Lack of Control and Lack of Marketability
  • Noncompete Agreements
  • Fractional Interests in Real Estate