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TAXATION PLANNING AND COMPLIANCE
The assets of a closely held business are
likely to represent a significant percentage of a business owner's net
worth. If careful planning is not undertaken, a large portion of the estate
can be lost to income, gift, and estate taxes. A well documented, objective
valuation study can be extremely helpful in estate planning, avoiding
tax controversies, and settling estates on a timely basis. We have worked
closely with owners of some of the largest privately held firms in the
country, along with some of the nation's premier legal and accounting
firms, in negotiations with the Internal Revenue Service.
The
professionals of Haverford Valuation Associates have impeccable credentials
and are among the leading and recognized valuation experts in the country
with respect to completing valuation assignments for purposes such as:
- Planning for,
and implementing, wealth transfer via gifting programs
- Estate planning
and estate tax resolution
- Corporate recapitalizations
- Determining the
appropriate discounts for lack of marketability and minority interest
considerations for limited partnerships and limited liability
companies
- Examining the
feasibility of, and complying with IRS and ERISA regulations for, Employee
Stock Ownership Plans
- Buy-sell agreements
- Intangible asset
valuation and intellectual property analysis for purchase price allocation,
Delaware Holding Companies,
and impairment issues
- Intercompany
transfer pricing
- Charitable contributions
stock option pricing and analysis prior to an initial public offering
- Stock option pricing, etc.
Haverford
Valuation Associates
Paoli Executive Green, 41 Leopard Road, Suite 305, Paoli, PA 19301
(610) 407-4020 fax: (610) 407-4028
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