Tax-Based Valuation - Management Planning, Inc. - Valuation advisors since 1939.

Tax Based Valuation

Objective third-party valuations are critical for tax-based transaction reporting. Tax-based valuations are required for estate and gift tax planning, S Corporation conversions and Section 409A compliance, among others. Common examples of interests appraised include:

Closely-held stock of operating companies

Interests in asset holding companies, such as family limited partnerships and
limited liability companies

Restricted stock in publicly traded companies

Stock options and other derivatives for incentive based compensation plans

Since 1939, MPI has developed a long track record of providing accurate and supportable valuations for tax-based applications. Valuation conclusions are developed by seasoned professionals and presented in comprehensive reports. MPI’s senior professionals have appeared as expert witnesses in various courts in support of our work.

Our experience, combined with a continued emphasis on quality and thoroughness and our ongoing focus on current valuation techniques allows to remain industry leaders.