Navigating the tax landscape requires precision, expertise, and a deep understanding of both valuation methodologies and tax laws.
Comply with Confidence
Our suite of tax advisory valuation services is meticulously designed to guide businesses through this intricate terrain. Our role is to navigate this complexity, ensuring that your business remains compliant, efficient, and primed for growth.
IRC 409A Valuations
Ensuring compliance with Section 409A of the Internal Revenue Code is crucial for private companies issuing stock options and stock appreciation rights. Our valuations assist in determining an accurate and defensible “strike price” for stock options, safeguarding against potential tax penalties for employees.
Estate and Gift Tax
Private estates and entities engaged in gift-giving must adhere rigorously to the guidelines set by the Internal Revenue Code concerning estate and gift tax. Our expert valuations form a solid basis for determining accurate taxable values, ensuring that beneficiaries and recipients are shielded from potential tax implications.
Corporate restructuring comes with its own set of intricate tax challenges. We support businesses in navigating this complex terrain, making certain that decisions made during restructuring both serve strategic goals and remain compliant with current tax norms.
Fair Market Value
Fair Market Value (FMV) serves as a cornerstone in many financial and tax-related decisions. Understanding and accurately determining FMV is essential for businesses to ensure they make informed decisions, whether in acquisitions, divestitures, or tax reporting. We assist businesses in delving into this crucial valuation metric, making certain that the determined FMV reflects true market conditions and informed perspectives.
Intellectual Property (IP) is a valuable asset that can have profound tax implications for businesses. Whether it’s patents, trademarks, copyrights, or trade secrets, the accurate valuation of IP is paramount for tax planning and compliance. Assisting businesses in this nuanced domain, we ensure that IP assets are valued appropriately, reflecting their true worth and potential revenue streams.
Hear From One Of Our Clients
Estate Planning Advisory for Florexpo
The Baca Family, proprietors of Florexpo, turned to Objective for estate planning and tax strategy insights. We assisted them in discerning the true worth of various assets, encompassing both their primary business and the associated real estate holdings.
Estate Planning Sample Report
Gain key insights into estate planning with our Sample Business Enterprise Valuation Report, focused on assessing a spouse’s inherited minority stake. Download now for a concise, expert analysis to guide your estate valuation decisions.
IRC 409A Sample Valuation Report
To download a sample report with insights and commentary from our experts, provide your information below.