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.

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…”

River Paison

Mr. Paison specializes in valuations for business combinations (ASC 805), impairment testing (ASC 350), employee equity compensation (ASC 718 / §409A), gift and estate tax…

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?

Benjamin Lawrence

Mr. Lawrence specializes in financial valuation and valuation-related assignments. His experience includes valuations for purchase price allocation, estate tax planning, limited partnership interests, financing purposes,…

Daniela Yoder

Ms. Yoder specializes in financial valuation and consulting assignments. Her experience includes valuations for purchase price allocation, estate tax planning, limited partnership interests, financial purposes…

Larry Van Kirk

Mr. Van Kirk is a practice leader for closely-held company valuations (estate, FLP, Section 409A) and financial reporting related valuations (ASC 805, ASC 350/360, ASC 718).…

Anthony Pumphrey

Mr. Pumphrey has over 10 years of experience performing business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital…

Chad Myers

Chad Myers specializes in financial valuation and consulting assignments. His experience includes valuations for purchase price allocation, estate tax planning, limited partnership interests, financing purposes,…