The area of estate and gift tax valuation can be an ever-changing minefield of laws, regulations, and court decisions. With federal transfer tax rates often in excess of 40 percent, the tax implications of estate planning and gift and estate tax valuations can be significant and are magnified by the penalties that can be imposed on taxpayers for undervaluation for gift and estate tax purposes and overvaluation for charitable contribution purposes. Our ability to tap into our firm’s highly respected tax partners when completing our work offers us a strong technical resource and better understanding of current acceptance by the IRS of key inputs and conclusions.
Our firm’s growing international tax practice as well as our group’s expertise in intangible asset valuation allows us to focus our future growth opportunities on transfer pricing or the prices charged to related parties in an intercompany transaction.
Our valuation team has the strong experience and leveraged assets of our highly respected tax partners to help determine the value of compensation payments to employees, officers, and directors under IRC Section 280G.
Our valuation team has the strong experience and leveraged assets of our highly respected tax partners to help determine the ability to utilize net operating loss carryforwards (NOLs) after a corporation has undergone an ownership change under IRC Section 382.