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…
Chris Mellen
Mr. Mellen has over 30 years of experience across a wide range of industries providing valuation services in support of tax planning and compliance, strategic…