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Tax-Related Valuation

CBIZ sets the standard for tax-related valuation services. Whether it is taxation planning at the corporate level or personal level (gift and estate), we help our clients achieve their objectives through our thorough analysis, objectivity, knowledge of case law and credible expert testimony. Major corporations, law firms, accounting firms and regulatory agencies regularly retain us to assist them with complex and high profile tax valuation matters.


  • Built-in gain 
  • Compensation in stock
  • Debt financing and refinancings
  • Domestic and international reorganizations
  • Estate/gifting matters
  • Excessive accumulation of earnings 
  • Executive compensation 
  • Fair rental studies 
  • Federal income tax support 
  • Foreign interest allocation 
  • IPOs 
  • IRS compliance 
  • Mergers and acquisitions
  • Private placements 
  • Purchase price allocations 
  • S Conversions
  • Sale/leasebacks 
  • Transfer pricing
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Key Contacts
Rick Jenson
Managing Director
Southwest Region
Adam McArthur
Managing Director
West Region
Deepa Menon
Managing Director
Southwest Region
Greg Watts
Managing Director
Northeast Region
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