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.…
Personal Goodwill: Hunting & Bagging an Elusive, Tax-Advantaged Prey
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.
Mellen Featured in Chartered Accountants, Australia-New Zealand News
A robust economic environment creates optimum valuation opportunities, but even a downturn creates demand for business valuers.
Mellen to Present at Valuation, Forensic Accounting Conference in Sydney
The workshop will explore private company valuation issues such as strategic value, purchase price allocations and more.
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.
River Paison
Mr. Paison specializes in valuations for business combinations (ASC 805), impairment testing (ASC 350), employee equity compensation (ASC 718 / ยง409A), gift and estate tax…
Valuation Issues in Canada
Considering a business transaction in Canada? A variety of valuation-related issues are relevant to your decision-making process.
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?