Tax Valuation
Tax strategies are highly scrutinized by regulatory authorities worldwide, and many tax laws and regulations now require that a valuation take place before implementation. The valuation professionals at Marshall & Stevens have earned a reputation for providing valuations for tax planning and reporting purposes to help organizations successfully navigate the increasingly complex world of tax planning strategies. We provide great results for each and every client by minimizing the risk of audit from taxing authorities, providing the necessary insight to every assignment, and investing the time to properly document the positions taken and assumptions.
Rest assured that if there is ever an audit of our opinion, our opinion withstands scrutiny. Marshall & Stevens has experience providing work in support of and against taxing authorities including the IRS. Due to this relationship with these authorities, we have been contracted by them to value substantially important cases.
The most common requests for tax reporting valuations include:
- Valuation of enterprises or assets (both tangible and intangible) for corporate restructurings
- S Corp conversion
- Equity Interests
- Transfer Tax
- Wealth Transfer and Estate Tax Reporting
