Services Overview
Corporate Transaction Opinions
M&A and Corporate Advisory
Financial Reporting
Tax Compliance and Planning
> Foreign Tax Credit Planning (Sec. 338)
> Allocation of Interest Expense (Sec. 861)
> Transfer Pricing
> Reorganizations
> Tax Accounting
> Ad Valorem
> Gift and Estate Taxes
> Cost Segregation
> Special Projects
Tangible Assets
Intellectual Property
Equity Compensation
Restructuring
Litigation Support
Gift and Estate Taxes
We assist taxpayers and their advisors with planning for optimum treatment of estate and gift taxes. Our gift and estate tax-related services include business enterprise valuations, capital stock valuations, tangible-asset valuations, and intangible-asset valuations. We can also provide retrospective studies to establish the tax effect of divestitures, together with audit support and testimony. We are skilled in determining appropriate minority and marketability discounts for partial stock interests, insuring accurate valuation of the interests.