Essential Estate Planning and Valuation Updates
Key highlights, discussions, and resources from our experience at the 2024 Heckerling Institute event, from a valuation professional’s perspective.
Key highlights, discussions, and resources from our experience at the 2024 Heckerling Institute event, from a valuation professional’s perspective.
The short answer is that you can use a 409A valuation report for a gift/estate tax filing, and you may get away with it if you’re not audited. You shouldn’t.
Business owners preparing for a sale but still needing to execute their estate plan may see beneficial opportunities in using a common estate planning tool.
Developing valuations in a COVID-affected economy means taking new, altered views of a company along with making industry analysis de rigueur.
Allocating a portion of proceeds from the sale of assets of a private company to the personal goodwill of a major shareholder can result in significant tax benefits to buyer and seller.
During robust M&A cycles, donor-advised funds tend to become popular philanthropic vehicles.
Q&A: How is the Tax Cuts and Jobs Act impacting company value and valuation approaches?
What did the 2017 Tax Act change that would impact estate planning?
Valuations are key to assisting business owners who are ready to transition their business
A leading commercial agribusiness client in Argentina was interested in selling their company, which was focused on cultivating and producing olive oil, table olives and wines.
Did you realize that your business has multiple values at the same time?
VRC performs fairness opinions in connection with newly forming ESOPs and annual ESOP valuations.
In receiving value only if a threshold is met, carried interests have an asymmetric payoff similar to a stock option.
In reality, many businesses are a perfect fit for ESOPs.
Before considering a deal, it’s helpful to have a clear understanding of the three common methodologies used to value private businesses.
Many factors of a business must be considered when answering the question “what is the value of my closely held business.”