Get It Done Right.
Tax Filings
NCBV is the place to go when you need
a business valuation report for your estate and gift
tax filings. This is a practice area where business owners, estate administrators, gifting donors, and their attorneys should not stint in engaging professional valuation consultants. Failure
of your valuation report to satisfy US federal tax
requirements and properly support its conclusions may
put your tax filing in jeopardy.
NCBV values controlling and minority
interests in various business entities. Your
report will include IRS-recognized valuation techniques,
technical valuation discussion, and support of discounts,
where applicable. We
provide the type of comprehensive report needed to
satisfy US federal tax requirements, including Revenue
Ruling 59-60.
Estate and Gift Planning Support
NCBV also provides valuation consulting for you and/or your attorney when you are involved in pre-transfer succession
planning. This work helps plan the percentage,
type, and estimated value of your anticipated transfers. NCBV can assist you with assessment of potential valuation and discounts across various scenarios.
Contexts
- Controlling and Minority Interests
- C and S Corporations
- Partnerships
- Family Limited Partnerships
- Fractional Interests in Real Estate
- Other Interests
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