Valuation of corporations, limited partnerships, and limited liability companies
for estate planning and estate tax purposes.
Appraisals of fractional undivided interests in real estate.
Consulting, appraisals, and expert testimony in IRS disputes at audit, appeals,
and U.S. Tax Court.

Valuations and expert testimony related to loss of business goodwill.
Pre-condemnation consulting for business owners and public agencies.

Litigation support and expert testimony related to lost profits, business
valuation, and economic damages to businesses and individuals.

Appraisals for ESOP feasibility studies.
Initial appraisals of stock purchased at formation of ESOPs.
Annual reappraisals for established ESOPs.
"Adequate Consideration" letters related to the sale of ESOP-owned companies.
Periodic appraisals for phantom stock plans, stock appreciation rights, etc.

Appraisals and valuation consulting in non-litigated marital dissolution.
Appraisals and expert testimony in litigated divorces.

Consultation and appraisals related to drafting of buy-sell agreements.
Valuations for shareholder buy-outs pursuant to California Corporations
Code Section 2000.
Appraisals and consultation related to negotiated shareholder buy-outs.

Appraisals and valuation consulting related to strategic and succession planning.

Appraisals and valuation consulting for buyers and sellers of businesses.
Valuations related to the allocation of ownership in corporate mergers.

Business and intangible asset appraisals for bankruptcy proceedings.

Valuations to determine "built-in gain" upon election of Subchapter S status.
Support and testimony in tax disputes related to calculation of "built-in gain".
Valuation of stock options for financial reporting purposes.
Valuation of charitable gifts of business interests for income tax reporting.

Personalized, MCLE-qualified continuing education programs.