Services

Tax Planning and Compliance

• Estate and Gift Tax Planning, Reporting and Compliance
• Transfers of business ownership interests, real estate interests, charitable donation interests and other types of security interests in FLPs, LLCs, LPs, Corporations, Trusts and other entities
• Determination of appropriate premiums or discounts for lack of control and/or marketability
• Non-cash charitable contributions
• Form 8283 preparation
• Corporate structure conversions – C-Corp to an S-Corp or vice versa, ESOPs
• Corporate ownership changes – (partner or shareholder buyout, disputes, etc.)
• Allocation of purchase price for tax purposes 

Business Valuations

• Closely-held companies, LLCs, FLPs, LPs, and other types of closely-held entities
• Intellectual Properties (technology, patents, trademarks, trade names, copyrights, book, movie or music royalties, etc.)
• Machinery and Equipment appraisals
• Investment portfolios
• Real Estate (through a third party)

Business Transactions, Mergers and Acquisitions

• Mergers and Acquisition business valuations
• Coordinated exit strategies (sale or purchase of business), etc.
• ESOPs
• Partner disputes, shareholder buyouts, goodwill values, etc.
• Quality of Earnings (as part of due diligence)

Financial Reporting

• FASB 141 Compliance – purchase price allocation of tangible and intangible assets
• FASB 142 Compliance – determination of goodwill and goodwill impairment
• IRS Section 409A Compliance – allocation of stock options
• ERISA compliance (ESOPs, 401k & other pension trusts)

Bankruptcy and Restructuring

• Business valuations for liquidation, solvency or going-concern purposes
• Valuation of assets for debtors and creditors as well as lenders (both secured and unsecured)

Litigation Disputes and Settlements

• Business valuations for partner or shareholder buyouts, disputes or settlements
• Discounted cash flow analyses for litigation purposes
• Marital Dissolutions
• Valuation of Damages
• Expert Witness Services available

INDUSTRIES SERVED

All industries are served including but not limited to such industries as:

• Manufacturing, Distribution, Technology, Automotive, Printing, Entertainment, Healthcare, Staffing, etc.
• Services (Consumer, Professional and Business to Business)
• Environmental and Recycling, Education, Medical Device
• Real Estate, Escrow, Property Management