Trusts & Estates Features Chris Mellen

Mellen notes, “Considering the current level of M&A activity, I’ve seen a marked increase in demand for valuations of shares of privately held companies…”

Charitable Gift Valuations Before Business Sale

During robust M&A cycles, donor-advised funds tend to become popular philanthropic vehicles.

The Impact of the 2017 Tax Act on Business Valuation

Q&A: How is the Tax Cuts and Jobs Act impacting company value and valuation approaches?

Valuation Q&A: Trusts and Estates

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

Anthony Pumphrey

Mr. Pumphrey has over 10 years of experience performing business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital…

Charitable Contributions

A qualified appraisal is required by the IRS for donations of assets including tangible, intangible and stock

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.