Tax Reporting Projects
Publicly traded provider of technology-based solutions for government and commercial customers
We assisted with the valuation of over 30 interests in a variety of domestic and international subsidiaries – including operating entities, companies which own intellectual property, and sales-focused entities – for tax planning and reporting associated with corporate restructuring.
Law firm representing a high net worth international family
The project consisted of the valuation of various interests in over 25 private companies for estate tax planning and reporting. The international operations of the subject companies spanned a variety of industries, including banking, financial services, insurance underwriting and brokerage, hospitality, retail, and others.
Two private apparel, accessories, and luxury goods companies
We valued minority interests in the two subject companies (including one generating revenue of over $100 million) for reporting associated with estate tax planning.
Private equity firm specializing in later stage investments
We valued the equity of a management company and a minority interest for tax reporting.
Telecommunications provider with more than 15 million customers in the U.S.
We valued certain intangible assets (including wireless licenses and a subscriber base) as part of state property tax reporting. Our analysis resulted in savings of approximately $14 million in property taxes.
High net worth Bay Area family
We valued 20 separate interests – related to limited partnership interests and undivided interests in real estate – for estate tax planning and reporting.
Publicly traded developer and marketer of technology-based learning products
We valued two subsidiaries in Asia for international tax planning and reporting purposes.
Private accounting firm
As part of the sale of a CPA firm, we assisted the client with valuing the personal and enterprise goodwill associated with the business.
Publicly traded developer and manufacturer of wireless networking products and solutions
As part of tax reporting related to a $500 million acquisition, we assisted with the following:
- Valuation of intangible assets by major operating segment as part of the transfer of certain assets to Singapore. Specific assets valued included developed technology, in-process research and development, contracts / customer relationships, and trade names.
- Analysis and valuation of non-competition agreements related to two senior executives for Section 280G reporting purposes.
- Responding to review questions associated with the intangible asset valuation from the Inland Revenue Authority of Singapore.
Local surgical practice
As part of a planned merger with another medical practice, we developed a detailed business valuation which was utilized for both tax and Stark Law-related compliance and documentation.
Wealth management firm with multiple offices throughout the U.S.
We assisted with valuing certain intellectual property and other assets for tax planning and reporting as part of the spin-off of a specialty consulting operation.
International semiconductor manufacturing and distribution company with over $1 billion in revenue
We valued two subsidiaries for corporate tax planning and reporting related to an ownership change and net operating loss utilization.