Invotex Group Valuations for Tax Compliance

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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