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TAX


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 AND 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 AND 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.