Services

Tax Planning and Compliance Matters

Tax planning and compliance are key elements of effective business management. With significant changes in our tax laws occurring on a regular basis, tax planning is essential to exercising sound judgment in business and investment decisions. Andersen Tax can assist businesses in determining the best course of action based on your specific circumstances and objectives. 

Our tax planning and compliance valuation services include:

  • Restricted stock and stock options (IRC Sec. 409A/ASC Topic 718)
  • Shareholder and buy-sell agreements
  • Appraisals for charitable contributions
  • Allocation of the purchase price paid in a taxable transaction to acquired assets
  • Corporate reorganization
  • International restructuring
  • Ownership/control changes and net operating loss utilization
  • Conversions of C corporations to S corporations
  • ESOP appraisals