Valuation Q&A: Trusts and Estates

What did the 2017 Tax Act change that would impact estate planning?

IPO Readiness: Valuation Issues Related to Taking a Company Public

Valuation considerations must be managed carefully to minimize the time, effort and costs of the IPO filing process.

New Transfer Pricing Rules Have Implications for Intellectual Property Valuation

The OECD is moving in a direction similar to the U.S. in tightening controls.

Corporate Inversions: Getting (Or Losing) An Edge In A Global Economy

By making a change of residence, a U.S. multinational corporation can take advantage of a more favorable tax structure.

Valuations Offer Support for Ad Valorem Tax Savings

A valuation of the property in question, obtained from an independent valuation provider, is critical to building an ad valorem case.

Golden Parachute Payments Under Section 280G

Golden parachute payments may be made to disqualified individuals contingent upon a change in control.

Valuation Requirements for Charitable Contributions

The IRS requires donors and donee organizations to supply certain information to prove a taxpayer’s right to deduct charitable contributions.

Estate Court Cases Highlight Importance of Valuation

The best defense against an underpayment penalty is an independent valuation from a certified appraiser.

Developments Relating to Intangibles in Transfer Pricing

In 2013, new cost sharing regulations became effective amid controversy surrounding the application of methods used in high profile court cases.

Valuation Critical for C Corp to S Corp Conversion

Why does an entity choose to convert from a C corporation to an S corporation?