Corporate Tax Valuation

Valuations that we stand behind.

Ever-evolving state, federal, and country-specific tax laws, regulatory changes, and increased audit activity require that corporate tax initiatives meet an organization’s strategic objectives and withstand scrutiny, so it’s crucial to partner with a trusted advisor that can:

• Customize solutions that comply with ever-changing regulatory requirements and manage risk while helping you bring your organization’s strategic vision to life
• Employ thorough analysis and research, extensive documentation, and time-tested methodologies in the tax valuation
• Understand and navigate the complexities of tax valuation in today’s regulatory environment (local and international)
• Work side-by-side with you and your tax advisors to ensure the accuracy and integrity of the valuation reports

Our team of dedicated tax valuation advisors helps organizations minimize risk while fostering growth by providing accurate and defensible valuations built on technical expertise and robust valuation processes.

Our Focus Areas

Transactions and Valuations

• Purchase price allocations (IRC 1060)
• Inter-company asset and capital transactions
• Joint venture / partnership valuations
• 409A private stock valuations
• Intangible property valuations

Organizational Planning and Restructuring

• Legal entity restructurings
• Non-compete agreements (IRC section 280G)
• Real Estate Investment Trust (REIT) conversion
• Worthless stock elections (IRC 165g)
• Tax planning models, including forecast reconciliations to legal entities, geographies, products, and services

Other Taxation and Legal Matters

• Cancellation of debt
• Cost segregation studies
• Embedded intangibles
• Foreign Investment in Real Property Tax Act (FIRPTA)
• Net operating loss carryforwards (IRC 382)
• Tax-free distributions (IRC 355)

Who We Serve

• Tax Directors
• Heads of International Taxation
• Chief Financial Officers
• Corporate Controllers
• Property Tax Directors
• Tax Attorneys