Tax

Tax Articles

  • By Admin
    What Business Leaders Should Know About Gift and Estate Valuations Thinking about tax efficient transferring of wealth via private company stock to loved ones or trusts through gift and estate transfers? Any gift whether in life or at death, (except for specific “qualified” gifts), can creat... read more
    June 22, 2016
  • By Admin
    What Business Leaders need to know about 409A Valuations? Issuing equity as compensation is a relatively simple process, but due to regulation in the IRC Section 409A created by the American Jobs Creation Act of 2004, employers are not permitted to issue options with an exercise price they simply ... read more
    July 29, 2016
  • By Admin
    What Business Leaders/Fund Managers Need to Know About Carried Interest Valuations What Are Carried Interest Valuations? Carried interest is a tool used to incentivize general partners (fund managers) to increase the performance of a fund.  Carried Interest gives the general partner the r... read more
    July 29, 2016
  • By Admin
    What Business Leaders Need to Know About Valuations for S Corp and C Corp Conversions Individual circumstances and preferences alone dictate the decision of which corporate structure to adopt. Each structure has its own benefits and restrictions which affect a business in various ways. An extensive... read more
    March 6, 2017
  • By Admin
    What Business Leaders Need to know about Transfer Pricing What is Transfer Pricing Transfer pricing is the process used to determine a price at which to sell assets between two companies that are owned by the same larger multinational group. Setting this price is necessary in order for each compan... read more
    March 6, 2017