Charitable Gift Valuations Before Business Sale

Qualified, purpose‑specific valuations are essential to substantiating charitable deductions and withstanding IRS scrutiny.

Heckerling 2026: Key Estate and Gift Valuation Insights

Favorable estate and gift outcomes depend on proper documentation and sound valuations.

Charles Costa

Mr. Costa specializes in valuations of businesses, pass-through entities, and intangible assets for financial reporting, tax purposes, Employee Stock Ownership Plans (ESOPs), and exit/succession planning.…

Anthony Pumphrey

Mr. Pumphrey has nearly two decades of experience in valuation engagements for public and private companies in support of business combinations (ASC 805), impairment testing…