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.…
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 specializes in business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital structures for public and private…
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.