Supporting Tax Planning Through Business Valuation
A business valuation can be a critical component of estate and income tax planning, whether you're gifting shares of the business to family members or awarding stock options to a valued employee. To achieve your business and compliance objectives, you need valuation professionals who truly understand the tax purposes behind those transactions as well as the requisite professional valuation standards.
Bennett Thrasher draws on decades of valuation, tax and accounting experience to provide our clients with thorough and comprehensive valuations for purposes of:
- Estate, gift and trust tax planning and compliance
- Charitable contribution planning
- Deferred compensation analyses, such as stock options, warrants and other equity-based instruments
Our valuation professionals are active in the tax and valuation arenas. We have presented on tax and valuation topics to national and regional professional groups and practitioners, such as the National Association of Certified Valuators and Analysts (NACVA), Southern Federal Tax Institute (SFTI), American Society of Appraisers (ASA), Georgia Society of Certified Public Accountants (GSCPA), Georgia Bar Association and many others.
Adherence to Professional Standards
To increase your assets in the most tax-efficient way, your valuations must stand up to scrutiny from the IRS and other authorities. Bennett Thrasher follows stringent standards and ethics administered by reviewing entities and the highly respected professional organizations to which we belong, all to insure our work product is accurate and capable of withstanding fastidious examination.
Looking for a valuation to meet your tax compliance needs? Contact Patrick Braley or call 770.396.2200 to schedule a consultation.