Corporate Valuation

March 1, 2019

How to Value a Business & Situations That Give Rise to a Valuation

Karolina Calhoun, CPA/ABV/CFF, Vice President, presented "How to Value a Business & Situations That Give Rise to a Valuation" at the Tennessee Society of CPAs West Tennessee Chapter monthly meeting in Jackson, TN.

The valuation of a business can be a complex process, requiring accredited business valuation and forensic accounting professionals. This session will take a deep dive into the process and methodologies used in a valuation. Also covered will be the situations that give rise to valuation services such as estate/tax planning, ESOP annual valuation, M&A transactions, GAAP/ financial reporting, family law marital dissolution, buy-sell disputes, and corporate litigation.

Continue Reading

March 2026 | Fixing Price or Fixing Risk?
Value MattersĀ® March 2026

Fixing Price or Fixing Risk? | Sections 2031, 2703, Huffman, and the Case for Independent Valuation

Buy-sell agreements are foundational planning tools for closely held businesses. When thoughtfully structured, they provide continuity, liquidity, and governance stability.If not drafted carefully, they can undermine estate planning objectives and create significant transfer tax exposure. For advisors of closely held business owners, the recurring question is not whether to use a buy-sell agreement, but whether the pricing mechanism embedded in the agreement will be respected for estate and gift tax purposes.
WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
This webinar provides attorneys with an in-depth review of the salient valuation topics from the recent Tax Court decision, Pierce v. Commissioner.
WEBINAR REPLAY: Valuing a Business for Estate Planning Purposes Amid a Potential Sale: What Estate Planners Must Know
WEBINAR REPLAY: Valuing a Business for Estate Planning Purposes Amid a Potential Sale: What Estate Planners Must Know
The purpose of this webinar is to ensure attorneys understand how ongoing or anticipated transaction activity can significantly impact fair market value determinations for gift and estate tax purposes. Using the framework of IRS Chief Counsel Advice 202152018 and real-world transaction dynamics, the webinar addresses how potential or ongoing sales activity affects appraisals for gift and estate tax reporting.

Cart

Your cart is empty