Tax Compliance

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Unsupported valuations run the risk of an IRS audit. Audits can result in unnecessary stress and expense. We protect our clients and safeguard their assets by providing supportable, thorough and unbiased analysis to meet IRS guidelines in every valuation.

BVG has assisted clients in protecting assets for over 14 years and many BVG professionals have more than 20 years experience. In addition, our monitoring of market discount studies, Federal Tax Court cases and current valuation techniques keeps us current with tax-related valuation changes. Having performed over 800 market discount studies, our record with the IRS is enviable.

We offer financial reporting support for the following:

Gift and Estate Tax

Our valuations have been used with regard to tax compliance of gifting minority business interests in connection with estate/succession planning.

Family Limited Partnerships

When valuing a limited partnership interest our analysis assesses the rights and restrictions of the limited partners and derives discounts based on those restrictions in determining value.

Limited Liability Companies

When valuing a membership interest our analysis assesses the rights and restrictions of the members and derives discounts based on those restrictions in determining value.

Partial Interests in Undivided Real Estate

When valuing a partial or undivided real estate interest, our analysis takes into consideration restrictions of the interest holder and derives discounts based on those restrictions in determining value.

Blockage Discounts

Our valuations implement the protective put analysis methodology used in connection with determining the lack of marketability attributable to large blocks of thinly traded public equities.

Promissory Note Valuations and Discounts

We offer valuation analyses of promissory notes including fixed and variable notes between related and unrelated parties while taking into consideration market rates and appropriate discounts for marketability.

Restricted Security Valuations

Our analysis assesses the rights and restrictions of restricted security holders and derives discounts based on those restrictions in determining value.

Compensation and Stock Options (409A)

We offer valuation analyses based on the option pricing model and a volatility measure of an appropriate industry sector in determining value of stock options. Our valuations have been used in connection with 409A tax filings.

Charitable Gifts

Our valuations have been used in connection with tax compliance of charitable contributions.