Our Services

Specialists in business valuation, forensic accounting, and litigation support for tax issues, financial disputes, and family law cases.

Services

  • Value closely-held interests for gifting purposes, etc. 
  • Value closely-held interests for estate tax filings 
  • Value interests in LLCs, limited partnerships, etc. 
  • Applicable discounts for lack of control and lack of marketability
 

We have expertise in tax-related valuation engagements for both high net worth individuals and corporations.

Our firm works with clients, law firms, accounting firms, and investment firms across the United States, with a particular focus on the Chicagoland area, Florida, and California.  

We have a deep and well-documented experience for matters before the Internal Revenue Service. We have presented nationally on valuation topics relating to tax engagements. This includes presentations to various Bar Associations in Illinois.

Also, we have presented at CCH Tax Seminars at various sites throughout the country. We have provided Continuing Legal Education (CLE) presentations on tax-related valuation engagements to well-respected law firms in Illinois.

Our thought leadership in this area includes:

  • Published articles and treatises in Estate Planning Magazine
  • Illinois State Bar Association’s Taxation Newsletter
  • DuPage County Bar Association’s DCBA Brief
  • Collier County Bar Association’s Adverse Witness Magazine
  • Naples Daily News

Our Professional Partnerships Include: