Valuation Requirements for Charitable Contributions

The IRS requires donors and donee organizations to supply certain information to prove a taxpayer’s right to deduct charitable contributions.

Estate of Tanenblatt Raises Valuation Issues

A recently decided Tax Court decision further underscores the need to obtain an objective valuation and to have a valuation expert substantiate the valuation.

Estate Court Cases Highlight Importance of Valuation

The best defense against an underpayment penalty is an independent valuation from a certified appraiser.

Three Approaches to Valuing a Privately-Held Company

The potential for rising taxes due to huge U.S. government budgetary deficits are prompting many owners of privately held companies to consider their options.

What’s the Value of My Business or Asset? It Depends…

Many factors of a business must be considered when answering the question “what is the value of my closely held business.”