About Federal Tax Valuation

Business valuations prepared for federal tax transactions are at the core of the valuation practice of Business Valuation Analysts, LLC (or “BVA”), for good reason, we are recognized experts in this challenging area of valuation practice. We understand what the IRS considers important. Based on this understanding we possess the ability to construct a customized valuation report that leads to having our valuation quickly accepted.

Tax Valuation

From corporate income tax planning to transfer tax planning and administration, a federal tax valuation plays a central role in positioning your business for success. That is why we take such great care to ensure our federal tax valuations are substantiated and documented, so you can implement effective planning strategies successfully. Because our federal tax valuations are prepared for IRS review, in the event a tax transaction is scrutinized, you can reach a favorable resolution at an early stage.

Estate and Gift Tax Transactions

Estate Tax Administration and Planning – IRC §2031
Estate & Gift Tax Controversies – Valuation Consulting
Gift Tax Administration & Planning – IRC §2512

Income Tax Transactions

Allocation of Value, Determination of Professional Goodwill
Corporate Reorganizations
Corporation to S Corporation Conversion – IRC §1374
Divestitures
Charitable Contributions – Reg. §1.170A – 13(c)(2)
Income Tax Controversies – Valuation Consulting
Compensation Planning – IRC §83(b)
Net Operating Loss (NOL) Carryforwards – IRC §382
Compensation in Kind
Not-For-Profit – IRC §501(c)(3)
Corporate Recapitalizations
Federal Tax Valuation

Sharing Our Expertise

As evidence of our expertise in federal tax valuation matters, we are frequently asked to lecture at institutions of higher learning and professional organizations about federal tax valuation, such as:

University of Miami Heckerling Institute on Estate Planning
American Bar Association, Real Property, Trusts and Estates Section
Graduate Tax Program, University of Florida Levin College of Law
American Bar Association, Tax Section
University of Florida Levin College of Law
Florida Bar Real Property, Probate and Trust Law Section
University of South Florida, St. Petersburg; MBA/Program of Accountancy
Florida Bar Tax Section

Additionally, we have had articles featured in various publications for our expertise in the field. For the latest insights on federal tax valuation and business valuation, visit Resources.