Corporate Tax

Corporations and their legal counsel need advisors with the expertise, experience, and credibility to navigate ever-evolving tax regulations and to withstand increasing scrutiny, especially with regard to valuations. In many circumstances, Internal Revenue Service guidelines require an independent, third-party valuation by an expert. BVA Group professionals have expertise and experience to assist public and private companies of all stages and sizes in tax compliance and tax planning. We understand the demands of tax authorities and are able to provide knowledge of the latest valuation techniques combined with detailed and comprehensive documentation for submission to tax authorities.

BVA provides tax valuation and consulting services for a variety of transaction-related, tax compliance, and tax planning purposes, including:

  • Equity-based compensation – Internal Revenue Code ("IRC") 409(A) and 83(b)
  • "C" corp to "S" corp conversion – IRC 1374
  • Personal goodwill/Non-compete valuations
  • Executive compensation – IRC 280(g)
  • Limitation on net operating loss carry forwards – IRC 382
  • Like kind exchanges – IRC 1031

In addition, we provide valuation services in support of tax positions pertaining to discounts on large blocks of public stock, valuations of restricted stock and derivatives, securitized lending, transfer pricing, and intangible assets, such as non-compete agreements.

Our reports render a fair market value opinion that meets IRS standards including Revenue Ruling 59-60. Our valuation reports are prepared in accordance with the highest professional standards, including the Statement on Standards for Valuation Services (SSVS) promulgated by the American Institute of Certified Public Accountants (AICPA), as well as the Uniform Standards of Professional Appraisal Practice (USPAP) as promulgated by The Appraisal Foundation.

Our professionals possess in-depth knowledge of proven and accepted valuation approaches and methodologies, and can provide objective analysis that is supportable and defensible, based on the latest market data and valuation industry guidelines. We also utilize and maintain numerous valuation resources, such as industry, market, and economic data.