Tax Compliance – Gift/Estate Planning

Expert business valuation services tailored for your success.

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Independence, expertise, and objectivity are imperative when including valuations in your tax planning strategies. Let Silverpine Group be your third-party valuation expert in tax compliance.

Each tax compliance issue is unique whether for gifting, estate planning, or other regulatory tax issues. Furthermore, when relying on Silverpine Group, we only put pen to paper once we fully understand your problem, strategy, and goals. This positions us most effectively in providing you with well-reasoned, cogent analysis to build our independent opinion.

As with nearly all tax matters, our analysis is documented and explained in a thorough report that establishes and supports our position. We stand behind the independence and strength of each and every valuation performed and are always ready to explain our work if challenged. Whether you are transferring a business, a business interest, or need a valuation to satisfy tax filings, Silverpine Group is ready to learn about your problem and execute a solution.

Our firm has provided valuation services related to tax compliance relating to:

  • Operating Companies
  • C-Corporations
  • S-Corporations
  • Limited Liability Companies
  • Partnerships and Family Limited Partnerships (FLPs)
  • Capital and Carried Interest Rights in Venture Capital and Private Equity 
  • Asset Holding Companies (such as those holding portfolios of public and private equities, real estate, intellectual property, promissory note/debt instrument portfolios, derivative portfolios and more)
  • Real Estate Limited Partnerships
  • Tenancies in Common (Co-Tenancies) and Fractional Interests in Real Estate
  • Privately Held Securities (Common and Preferred Stock)
  • Profits Interests
  • Stock Appreciation Rights and Phantom Stock
  • Derivatives such as Options and Warrants
  • Voting and Non-Voting Securities
  • Intangible Assets
  • Cryptocurrency and Non-Fungible Tokens (NFTs)

Get a Professional Opinion of Value

Contact Silverpine Group and let us help you determine the value of your business or business interest.

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