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Tax-Related Valuation

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Values for Complex Planning & Compliance

Tax planning and compliance depend on accurate values. Our valuation professionals provide the data you can rely on to meet your tax reporting and planning obligations. We are experienced with complex and high-profile tax matters, including stock compensation, debt financings, and estate and gift planning. The experience we have working with entities ranging from emerging growth companies to family offices helps us deliver timely and sound values related to real and personal property, tangible and intangible assets, and other business values.

Tax-Related Valuation Solutions

  • Gift & Estate: Our team is experienced with a full range of asset types, including real and personal property and the valuation of family business interests.
  • Transfer Pricing & Intellectual Property: We understand the complexities in the valuation of intangible property and other intangible assets to help you meet your arm's length standard for transactions between related entities.
  • Equity Compensation (IRC 409A): Our professionals understand the challenges with stock compensation, particularly for emerging growth companies and deliver the opinions you can rely on to meet your Section 409A requirements.
Key Contacts
Rick Jenson Rick Jenson Managing Director
Deepa Menon Deepa Menon Managing Director
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