GIFT & ESTATE TAX BUSINESS VALUATIONS
Valuations represent an essential element of successful tax planning strategies purposes. Objective, comprehensive and well-rounded third-party valuation opinions are paramount to the overall success of your organization and family business.
409A Equity
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. American Valuations will provide you with a 409A valuation report that provides you and your employees’ Safe Harbor protections.
Gift and Estate Tax Valuations
The valuation of assets involved in tax transactions is a critical component of tax planning. American Valuations 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.
ROBS 401K Business Valuations
Initial Valuation: to fund an existing business, a business valuation is necessary to demonstrate compliance with the ROBS 401k Business Financing rules.
Annual Valuation: the value of company stock in the ROBS 401k must be disclosed on the annual 5500 filing for the ROBS 401K.
One-Time Valuations: a valuation is needed in certain circumstances including additional investment, stock buyback and distributions including Required Minimum Distributions (RMD).