Tax and Estate Valuations

Equity can be a substantial component of both your own net worth and generational wealth. Because of this, it’s important to consider tax implications so you can ensure efficiency, optimize growth, and strengthen your equity. HW&Co. advisors are well-versed in tax and estate planning strategies, and we provide valuations to facilitate asset transactions and ensure fair market value.

Because tax and estate valuations are subject to continually changing legislation, regulations and court decisions, valuing certain assets can be complicated and advisors must be skilled at interpreting these intricacies. Our credentialed valuation advisors have attained the esteemed AICPA Accredited in Business Valuation (ABV ^®) designation and are well-prepared to address the challenges associated with tax and estate valuations and related advisory services, including in the following areas:

• Asset Valuations (Sec. 338 and 1060)
• Built-In Gains (Sec. 382 and 384)
• Contributions In-Kind
• Contributions of Intellectual Property
• C-Corp to S-Corp Conversions (Sec. 1374)
• Gift and Bargain Sales of Company Interests
• Intangible Asset and Goodwill Allocation
• Intellectual Property Contribution and Transfers
• Like-Kind Exchanges (Sec. 1031)
• Share-Based Compensation (Sec. 83)
• Tax Inversions
• Tax restructuring, Reorganization Dissolution

In addition to valuation and transaction advisory services, we offer the full spectrum of accounting and assurance services to support your business. Let’s talk about how we can partner to grow your business.