Tax Preparation


Tax Allocations

IRC Section 1060 and IRC Section 338 – Allocate the purchase price paid in a transaction to the seven asset classes established by the tax code based on the respective asset classes’ fair market value.

Business & Legal Entity Valuations

IRC sections, including IRC Section 338 and IRC Section 355 – Estimate the fair market value of the equity of subsidiary legal entities.

Deferred Compensation

IRC Section 409A – Assist private companies in estimating the fair market value of their common stock for purposes of setting the exercise price of stock options issued to employees.

Gift & Estate Valuation

Subtitle B of the Internal Revenue Code – Assist tax and legal professionals in estimating the fair market value of business assets and interests for gift and estate tax planning and reporting purposes.