Tax Planning & Compliance – Corporate & Individual
Sample List of Prior Engagements:
Estate and Gift Tax
- Valuation of a non-voting, non-marketable, non-controlling interest in a multi-billion dollar equipment supplier to the heavy truck industry, for estate planning purposes.
- Discount study for a minority, non-marketable member’s interest in a real estate holding company for federal gift tax purposes.
- Valuation of an estate comprised of publishing-related assets for federal estate tax purposes. Subject assets valued included: copyrights, licensing agreements, and future royalty payments.
Corporate and Other Tax
- Valuation for tax purposes of a healthcare services firm in connection with a buyout transaction by a large private university/medical school/healthcare provider.
*Client names have been withheld as FV & FMV Valuation maintains strict standards of client confidentiality. FV & FMV Valuation does not release the names of our clients or other client information, unless required by regulatory authorities or as authorized or requested by the subject client.