Tax Reporting & Compliance

Valuations represent an essential element of successful tax planning strategies. Objective, comprehensive and well-rounded third-party valuation opinions are paramount to the overall success of your organization.

tax valuations

409A Equity VALUATIONS

Valuation of various equity classes issued by an enterprise, sometimes within a complex capital structure is necessary when a company issues stock options to employees per the IRC section 409A. AVC will provide you with a 409A valuation report that provides you and your employees Safe Harbor protections.

GIFT & ESTATE TAX PLANNING purposes

Valuation of assets involved in tax transactions is a critical component of tax planning. AVC can help to formulate the optimal tax compliance and planning strategies. We provide high-quality, robust valuations of business interests in corporations, partnerships or other pass-through entities for estate planning/settlement, gifting and IRS reporting of estate/gift transactions.