When a tax regime reaches unrealized gains in privately held business stakes, valuation becomes more than a transaction support exercise, it becomes the foundation for determining what an owner is actually worth on paper. For business owners, investors, and advisors, the central issue is not simply whether a stake has increased in value, but how […]
California’s proposed one-time 5 percent wealth tax on residents with net worth above $1 billion, measured as of December 31, 2026, would do more than increase a tax bill. It would force ultra-high-net-worth taxpayers, their advisors, and valuation professionals to defend the fair market value of every privately held asset in a net worth calculation. […]
For every business owner involved in estate planning, it’s crucial to find an appropriate business valuation expert that will prepare a highly defensible business valuation report that is submitted to the IRS. Reports that follow state-of-the-art valuation process, completely justified, and supported with all relevant citations become highly defensible, whilst on the other hand those […]