Resources

From time to time, certain topics catch my interest, and I prepare my version of a “white paper” for that particular subject.

To comply with the requirements of Treasury Department Circular 230, BVA must inform you that any Federal tax advice contained in these materials is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the U.S. Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any Federal tax transaction or matter.

A Professionally Prepared Business Valuation Report

IRS Adequate Disclosure Regulations

There Are Many Ways to Define Value