Transactions
Tax Compliance
CLIENT ENGAGEMENT
Private individual
Printer of secure transaction cards
Location: Illinois
Closely held stock valuation for estate planning
Private individual
Derivatives exchange
Location: United Kingdom
Restricted stock valuation for gift tax compliance
Public company
Wholesale drug distributor
Location: Ohio
Valuation of executives' covenants not to compete (golden parachute)
Private individual
Provider of data and transaction processing to financial services industry
Location: Wisconsin
Valuation for income tax reporting of restricted stock received in acquisition of his business
Private company
Commercial farm
Location: Illinois
Valuation for income tax reporting of series A preferred, series B preferred, and common stocks in connection with recapitalization
Estate
Holding company
Location: Illinois
Valuation for estate tax compliance of various private investment interests
Private individuals
Condominium development company
Location: Illinois
Valuation for estate tax planning of interests in major condominium development project
Public company
Processing, distribution, and sale of various food products
Location: Illinois
Valuation of regional trade names and estimated royalty rates in connection with the establishiment of an intellectual property holding company
Estate
Holding company
Location: Illinois
Valuation for estate tax compliance of interest in private holding company with assets of $900 million
Private Individuals
Moving and storage company
Location: Illinois
Valuation of closely held stock for estate and gift tax planning
Private Individual
Video games
Location: California
Valuation of director's options on publicly traded stock for estate and gift tax planning
Private Individual
Retail jewelry store chain
Location: Colorado
Valuation of closely held stock for estate and gift tax planning
Private Individual
Holding company
Location: New York
Valuation of hedge fund interests contributed to family limited partnership, estimate of market yield applicable to preferred equity in the FLP, and estimate of discounts applicable to transferred common equity in the FLP
Private company
Manufacturer of fabricated metal products used by OEMs in various industries
Location: Ohio
Business valuation in connection with the company's Subchapter S election
Private company
Manufacturer of agricultural equipment
Location: Illinois
Business valuation to test for technical insolvency under the Internal Revenue Code

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