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The valuation of a business interest included in an estate has many important tax implications, and is required by the IRS. Learn how our valuation report can save an estate thousands in fees.
The IRS requires a business valuation when a Form 709 gift tax return includes a gift of a business interest. Our report can help you timely file your gift tax return.
When a joint marital estate includes a private business interest, getting a valuation report early in the process can save thousands in fees and shorten the divorce process by weeks.
When a corporation elects subchapter S status, a business valuation is usually required. We can make complying with this requirement quick and painless.
A business valuation is needed when your small business stock is part of a compensation or benefit plan, but it doesn't have to cost you thousands.
Brian Murray is accredited by the AICPA and the NACVA, has served as an expert witness in court, has written several nationally published articles, and has been preparing business valuations for more than fifteen years.