Business interests must be valued when transferred as a gift or as part of an estate. A professionally prepared, well documented, and supportable valuation is necessary to minimize IRS challenges in the state of Texas. Our valuation experts can provide documented valuations for:
Gift and estate tax reporting
Family limited partnerships
Budgeting & Forecasting Advisory
Due Diligence on deals and investments
Accounting software implementation & setup
SBA - EIDL/PPP
We can help navigate the complex rules to help estimate loan amounts, forecast forgiveness, and provide guidance on prudent expense management to maximize forgiveness benefit.
Ongoing expense monitoring to support PPP forgiveness
Documentation providing back up supporting data for the number of employees on payroll and pay rates, including IRS payroll tax filings and Sate income, payroll and unemployment insurance filings.
Documentation providing back up supporting data for payments on covered mortgage obligations, lease obligations, and utilities.