Our Services

Valuation Controversy Services Taxation Disputes

There are numerous taxation provisions that relate to the value of businesses and business interests, investment securities, and real and personal properties. These provisions include federal income, gift, and estate taxation; international transfer taxation; and state and local act valorem property taxation. Our analysts routinely value various types of personality property for taxation planning, compliance, audit support, and litigation purposes. These valuation services include the preparation of valuation reports, rebuttal reports, audit support and negotiation, pre-trial litigation support, and expert witness testimony. Our analysts have valued the following property types:

We have performed valuations for the following taxation purposes: