Tax Planning and Compliance
Timely and Defensible Services
Our professional staff is active in both the tax and valuation fields, having presented relevant topics to national and regional professional groups as well as other practitioners. To preserve and increase your assets in the most tax-efficient manner, valuations must withstand scrutiny from the IRS and other authorities.
We adhere to stringent standards and ethics administered by reviewing entities and the highly respected professional organizations to which we belong, all to insure our work product is accurate and defensible.
Our tax planning and compliance experiences include, among others:
- Estate and gift tax planning and compliance
- C-to-S corporation elections
- Intercompany transfer pricing
- Charitable contributions
- Deferred compensation
- Buy-sell agreements
- Restricted stock and blockage discounts
- Fractional interests