Tax-Related Valuation

Accurate, well-supported valuations are essential when ownership interests or assets are transferred for tax purposes. Whether planning for an estate, making a gift, establishing a trust, or managing executive compensation, a defensible valuation helps maintain compliance and minimize tax exposure, supporting more efficient wealth transfer strategies.

We prepare valuations that meet the rigorous standards of the Internal Revenue Service (IRS) while remaining straightforward and easy to understand. Our team works closely with your tax professionals, attorneys, and wealth advisors to align valuation conclusions with your overall tax strategy.

By proactively addressing valuation requirements, we help clients document their positions before the IRS asks, reducing the likelihood of challenges and achieving meaningful tax savings. We view each valuation not just as a compliance exercise, but as a planning opportunity to preserve wealth and support long-term objectives.

When Do You Need a Tax-Related Valuation?

Estate and gift tax planning: Establish fair market value for ownership transfers and minimize taxable estates through timely and well-documented valuations.

Trust and wealth transfer planning: Support strategies that use valuation discounts for lack of control or marketability to maximize intergenerational wealth transfer.

Corporate tax compliance: Provide valuations for S corporation elections, conversions, reorganizations, and shareholder redemptions that impact basis and gain recognition.

Executive compensation: Conduct 409A valuations for stock options, incentive plans, and deferred compensation arrangements to avoid penalties and maintain regulatory compliance.

Charitable contributions: Establish fair market value for donated interests or assets to satisfy IRS reporting requirements and substantiate charitable deductions.

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Our Approach

We focus on clear communication and transparency. Our goal is to help clients and their advisors understand the assumptions, data, and logic behind every conclusion of value while identifying potential opportunities for tax savings or improved structuring.

Every valuation is performed in accordance with the professional standards of the National Association of Certified Valuators and Analysts (NACVA). Our professionals hold the Certified Valuation Analyst (CVA) and Certified Exit Planning Advisor (CEPA) designations, combining deep technical expertise with a holistic understanding of business ownership and succession.

Our Process

Discovery and planning: Coordinate with your tax and legal advisors to clarify objectives, timing, and planning considerations.

Information gathering: Collect company financials, ownership details, and other relevant documentation.

Preliminary analysis: Review historical performance and identify opportunities for valuation-based planning or tax optimization.

Management interview: Meet with leadership to understand the company’s operations, ownership goals, and relevant tax concerns.

Valuation modeling: Apply appropriate valuation approaches and document all assumptions and adjustments in compliance with IRS and NACVA standards.

Integrated collaboration with tax and estate advisors: Seamless coordination with our in-house tax and estate planning professionals, along with your external advisors, helps us align valuations with your broader financial and estate strategy.

Final report: We deliver a comprehensive, defensible report suitable for IRS submission, audit defense, or long-term estate planning documentation.

Why Clients Choose Us

IRS-compliant valuations that support tax-efficient outcomes
Collaboration with tax, legal, and wealth advisors for cohesive planning
Identification of opportunities for valuation discounts and tax savings
Clear explanations that make complex valuation topics understandable
Analysis performed by credentialed CVA and CEPA professionals in accordance with NACVA standards

“For our personal or business needs, they stay in front of us with good and new information, and they have a way of explaining it that makes sense. We know people by their first names. And when we call, they respond.”

Eileen and David Powell, Federal Business Council, Inc.