Valuations home Representative Engagements Clients

Key Contacts:

William J. Bavis
Managing Director
Neil H. Demchick
Managing Director
Joseph S. Estabrook
Managing Director
Charles W. Rains
Director

Tax Compliance

   

Valuations are an essential component of successful tax planning strategies.  In addition to executive stock option valuations for tax planning, Invotex Group has extensive experience in providing closely held stock and pass-through entity valuations for estate and gift tax compliance.

  • Estate and gift tax valuations
  • Blockage discounts
  • Valuation of minority ownership interests in partnerships and other pass-through entities
  • Transfer pricing
  • Purchase price allocations