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Tax Planning & Reporting

Tax purpose valuations must be performed upon the occurrence of a taxable event involving the transfer of a business interest, financial instrument, intellectual property or other intangible asset. The applicable tax law or code section influences the valuation approached and methods that must be used, and the valuation advisor must be qualified and experienced in order for the valuation to be accepted for purposes of supporting a tax position.


One commonly cited reason the IRS prevails in court cases is the taxpayer’s failure to obtain and present sufficient evidence to support and validate their tax position with an objective valuation report prepared by a qualified, experienced independent valuation advisor. When obtaining a valuation for tax purposes, it is important to engage a qualified, experienced independent valuation expert who is also a CPA licensed to practice before the IRS.

The professionals at New Value have earned all of the most highly regarded valuation credentials, and have qualified as an expert witness before the U.S. Bankruptcy Court, various district courts and the New York Stock Exchange Arbitration Panel on business and securities valuation, insolvency and fraudulent conveyance issues.