Income, Estate & Gift Tax Planning & Filing

We have worked with thousands of companies, preparing thoroughly researched and well documented narrative appraisal reports that have been attached to thousands more income, estate and gift tax returns.

  • We have assisted attorneys and accountants by defending our appraisals in meetings with Internal Revenue Service agents and appeals officers.
  • Our professionals have testified in the U. S. Tax Court, both as experts on behalf of the Government (see the Lauder buy-sell case) and the taxpayer (the Borgatello trapped-in gains case).
  • Our experience on both sides of the aisle provides us with insights not available at the typical valuation firm.
  • What’s more, our thorough and reliable appraisal reports can keep you from ever having to undergo the rigors of a very public tax-related trial.
  • We are particularly adept at valuing “frozen” securities in private entities, including standard and balloon preference interests and preferred stock.
  • We have prepared S election, built-in gain valuations for companies in all types of industries, from landfills and quarries, to motor vehicle parts remanufacturers, to wholesale beer distributorships.
  • Our recent experience also includes preparing semi-annual valuations of the common stock of a privately owned mutual fund management company for grantor retained annuity trust creation and distribution purposes. We assisted counsel in defending the report and value over the course of several months, and later received word that our value had been accepted as filed with the Internal Revenue Service.

We have many satisfied clients and would be pleased to have you contact one or more of them as to our qualifications and the excellence of our work.

Contact Us

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