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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
In a business sale, due diligence is critical to mitigate the risk of unexpected tax issues for buyers and sellers. Find out key components of tax due diligence.
There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
Discover how to navigate the intricate landscape of cybersecurity risks and gain insights into safeguarding organizational assets through strategic planning.
A reliable Quality of Earnings (QofE) report can level the playing field between buyer and seller in M&A transactions. Learn more.
The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.
Whether you are a buyer or a seller, we can help you model the tax consequences of a transaction & determine the impact of making a Section 338(h)(10) election for an acquisition.
Will Frazier, Valuation Services, shares his research on Nonmarketable Investment Company Evaluation (NICE) Method with ASA’s Business Valuation Review.
Weaver highlights strategies to consider when planning and executing estate and gift tax and explains why now is the perfect time to act.
Weaver highlights strategies to consider when planning and executing estate and gift tax. Learn why these strategies are optimal for most wealthy estates.
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