A significant part of our Clients' needs involve tax related valuation engagements for both high net worth individuals and corporations.


Our firm works with Clients, Law Firms, Accounting Firms, Investment Firms in Chicagoland and South Florida in particular but also nationally as well. 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 and Florida.

Also, we have presented at CCH Tax Seminars at various sites throughout the country. We have given Continuing Legal Education (CLE) in valuations in the area of tax related engagements to dozens of the top law firms in Illinois and Florida. 

We have presented nationally on valuation topics related to tax planning to legal bar associations and accounting societies. Furthermore, our professionals have published in national tax publications regarding discounting and the tax engagement.

Our thought leadership in this area includes:

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

Our experts will help you with all of your tax planning needs. Call us today for more information.


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Schedule a Continuing Legal Education (CLE) MCLE Certified Presentation with a Complimentary Luncheon at Your Office from our Valuation Firm!

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Our Professionals hold accreditations by the American Society of Appraisers, American Institute of Certified Public Accountants, National Association of Certified Public Valuation Analysts underscoring our commitment to the highest level of expertise in Business Valuations, Financial Modeling, Forensic Accounting and Financial Expert Witness Testimony.

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