Financial Advisory
Tax Compliance
Valuations are an increasingly critical element of successful tax planning strategies, whether you are an individual undertaking family wealth planning or a corporate executive restructuring your business. As a result, objective third-party valuations are more important than ever.

Duff & Phelps' experienced and dedicated staff understands the subtleties of family wealth planning and corporate tax planning. In addition to carefully monitoring ever-changing regulations, we provide comprehensive documentation to our clients to help our valuation opinions withstand the scrutiny of the IRS and state and local taxing authorities. Of course, Duff & Phelps also creates and maintains well-documented work papers, providing critical support for a potential challenge, whether that challenge occurs a few months from now or many years down the road.


Closely held stock valuations for family wealth planning and estate tax compliance








Intellectual property valuations and market royalty rate opinions for intercompany transfers

Valuation of covenants not to compete

Executive stock option valuations for gift and estate tax planning

Business valuations for corporate restructurings and related tax planning

Business and intangible asset valuations in connection with Subchapter S tax status

Restricted stock valuations for family wealth planning and estate tax compliance

Valuations for charitable donations
 
 
   
John Osswald
Wendy Sharon
  Sheryl Cefali
Gregory Range
   
  Chet Gougis   Geoff Melrose
   
  David Green   Jay Powers