Tax Reporting


Many portions of the federal tax code are driven by gains and losses that occur when assets are transferred. Estimation of the gains and losses that result from these transactions often requires the service of a valuation professional. Valuation services may also be required for a variety of other tax related reasons. The Lucas Valuation Group is qualified to perform the following tax related valuations:

Gift and estate tax valuations of transferred business interests including discounts associated with non-marketability and control issues

Section 409A related valuations including valuations of different equity interests in complex capital structures

Section 83b valuations including valuations of equity interests in complex capital structures

Section 351 Exchange Valuations

Employee Stock Ownership Plan valuations

Personal goodwill and non-compete valuations

Reasonable compensation studies

Section 482 interest rate studies

Valuation defense

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The Lucas Valuation Group provides unique insights designed to help business owners drive value into their businesses.