Taxes

• Tax Planning
  VRC produces opinions of value for both tangible and intangible assets, liabilities and equity interests. Our clients rely on our valuations—and our advice—for everything from tax planning to preparing financial statements. Our valuations have withstood the scrutiny of their auditors as well as the Securities and Exchange Commission and the Internal Revenue Service.
• Charitable Giving
  Accountability and substantiation is a necessity for any tax, compliance and planning endeavors, whether determining discounts or charitable contributions, complying with international tax regulations or undergoing a corporate reorganization. Additionally, the nature of many assets or equity interests is becoming more complex, requiring the frequent involvement of an experienced valuation analyst.
• Estate Taxes
• Tax Services
  VRC’s international member group, Valuation Research Group (VRG), offers client access to our multinational engagement teams located across the U.S. and internationally. VRG provides quality valuations and value-related tax services for an international business community, serving clients in more than 60 countries. We deliver fair market value of assets for tax compliance and more favorable tax outcomes.
• Tax Deductions
  In most countries, companies must abide by “thin cap†rules in order to take tax deductions for interest expense. These rules prescribe a minimum acceptable debt-to-equity ratio. We determine fair market value of debt obligations and other balance-sheet items so companies can optimize their debt/equity structure.
• Income Tax
  Many taxpayers have lost significant contribution deductions for failure to follow the numerous procedural requirements regarding valuation timing, methodology, and reporting. The extent that the value of the contributed asset meets certain dollar thresholds, it is required that the valuation is attached to the donor’s U.S. federal income tax returns. In the case of contributions of property for a claimed deduction of more than $5,000, disclosure requirements are met if a qualified appraisal is obtained for such property.

Investment

• Mutual Funds
  VRC weighs in on the rule’s flexibility, explaining the onus is on the mutual fund board to lay out the valuation process, or its designee.
• Wealth Management

Accounting

• Accounting Services

Planning

• Financial Planning
• Retirement Planning
  We assist a wide range of clients with complex-securities valuations, including public and private corporations, asset managers, private equity funds, hedge funds, endowments, public and private pension plans, fund administrators, and business development companies. Engagements often arise from needs relating to...
• Asset Management