Resources

From time to time, a topic catches my interest, and I prepare my version of a “white paper” to discuss it … subject, of course, to the following caveat:

To comply with the requirements of Treasury Department Circular 230, Regulations Governing the Practice of Attorneys, Certified Public Accountants, Enrolled Agents, Enrolled Actuaries, and Appraisers Before the Internal Revenue Service, Burkert Valuation Advisors, LLC informs you that any Federal tax advice deemed to be expressed in these writings is not intended or written to be used as, and cannot be used as or considered to be, a “covered opinion” or other written tax advice, and should not be relied on for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter(s) addressed herein, for IRS audit, tax dispute or other purposes.


 

A Professionally Prepared Business Valuation Report

IRS Adequate Disclosure Regulations

There Are Many Ways to Define Value