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Winter 2021 Insights

Thought Leadership in Estate and Gift Transfer Tax Valuation Matters

  • Gift and Estate Tax Planning Thought Leadership
  • Transfer Tax and Income Tax Thought Leadership
  • Trust and Estate Thought Leadership
  • Income Tax Thought Leadership
  • Gift and Estate Tax Controversy Thought Leadership
Gift and Estate Tax Planning Thought Leadership

Thought Leadership Discussion: Valuation Considerations for Gift and Estate Tax Planning and Compliance Purposes during Economic Uncertainty


Transfer Tax and Income Tax Thought Leadership

Due Diligence Interviews for Transfer Tax Valuation Purposes

Analyst Considerations in Applying a Discount for Lack of Control in Transfer Tax Valuations

Performing a Functional Analysis as Part of a Valuation, Damages, or Transfer Price Analysis


Trust and Estate Thought Leadership

Subsequent Events in Gift and Estate Tax Valuations

What Tax Counsel Needs to Know about Working with a Valuation Specialist


Income Tax Thought Leadership

Compensating Private Company Key Employees with Stock-Based Compensation Grants


Gift and Estate Tax Controversy Thought Leadership

Pierson M. Grieve v. Commissioner: Tax Court Rejects Theoretical Valuation Methodology

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Perspectives & Insights