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.