Tax Valuation Services
CPCON provides IRS-compliant, defensible valuations for gift and estate tax, corporate restructuring, 409A compliance, and property tax appeals. We protect your tax position with rigorous, independent analysis.
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Addressing Tax Valuation Complexities
Tax authorities demand precision, documentation, and defensibility. CPCON delivers valuations that protect your position and withstand the most rigorous examination.
IRS Examination Risk
Tax valuations face heightened scrutiny from the IRS and state tax authorities. Poorly supported opinions can result in penalties, interest, and costly litigation.
Discount & Premium Analysis
Determining appropriate discounts for lack of marketability and control requires empirical support from restricted stock studies, pre-IPO data, and option pricing models.
Retroactive Valuation Dates
Tax events often require valuations as of historical dates, demanding reconstruction of market conditions, financial performance, and comparable data from prior periods.
Adequate Disclosure Requirements
IRS regulations require qualified appraisals with specific content and format requirements. Non-compliant reports can invalidate claimed deductions entirely.
Transfer Pricing Coordination
Intercompany asset transfers require valuations that align with transfer pricing policies and satisfy both domestic and international tax authority requirements.
Entity Structure Complexity
Multi-tiered holding structures, family limited partnerships, and S-corp conversions create layered valuation challenges requiring sophisticated analytical frameworks.
Comprehensive Tax Valuation Services
From estate planning to corporate restructuring, our tax valuation professionals deliver opinions that optimize your position while maintaining full compliance.
Gift & Estate Tax Valuations
IRS-compliant valuations of business interests, real property, and other assets for gift and estate tax reporting, including qualified appraisals under IRC Section 170.
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Machinery & Equipment Valuation in a Changing Economy
How economic shifts and supply chain disruptions are impacting fair market values for industrial machinery and manufacturing equipment across sectors.
GASB 87 Lease Accounting: Asset Valuation Implications
Understanding how new lease accounting standards affect fixed asset reporting and the critical role of accurate asset valuations for compliance.
Replacement Cost vs. Fair Market Value: A Guide
Key differences between valuation methodologies for insurance purposes and how to ensure adequate coverage for your fixed asset portfolio.
Fixed Asset Verification in Mergers & Acquisitions
Best practices for conducting thorough fixed asset due diligence during M&A transactions to identify risks and validate asset values.