Valuation Report

Charitable Gifts Before Sale Require Timing & Valuation

Philanthropically inclined business owners have many options for charitable giving. One popular avenue in today’s busy mergers and acquisitions environment is the donation of stock to a donor advised fund (DAF). A DAF is a tax-efficient way for individuals to give to...

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Tax Topics: TCJA & Valuation – What’s the Impact?

Signed into law in late 2017, the Tax Cuts and Jobs Act (TCJA) resulted in the most sweeping changes to U.S. tax code in decades. Not only did it lower statutory tax rates for corporations and individuals but also included provisions that impacted business valuation,...

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Divorce and Tax Reform—Pay Attention to Tax Law Changes

Married filing jointly is generally the most tax-advantaged way for a married couple to file a tax return. If a couple divorces, not only is that option off the table, the Tax Cuts and Jobs Act of 2017 includes some changes that impact divorcing couples and their tax...

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