Berdon LLP - CPAs and Advisors

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Client Perspectives

 Pomerantz Haudek Block & Grossman
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 Wilson, Elser, Moskowitz Edelman & Dicker



Litigation & Valuation



Litigation & Business Valuation
Estate & Gift Tax Valuations

Our extensive experience in valuations includes serving on the senior technical committees that helped formulate U.S. valuation standards and delivering seminars on estate and trust valuations in the LL.M. tax program at NYU School of Law.  We work closely with our estate and trust professionals to understand the types of tax planning structures necessary for establishing the value of businesses, property, other assets, and securities/interests of various types.  Whether the valuation is basic and straightforward or requires a deep understanding of a particular business sector and the use of highly sophisticated valuation techniques, Berdon brings the appropriate level of experience, skills, and resources to bear.  Clients tap into our full range of valuation services, including:

  • estate and gift tax appraisals

  • valuations of interests in privately-held businesses, including control and minority interests

  • valuation discount studies related to FLPs and LLCs

  • valuations of closely held securities for charitable donations purposes

  • analysis of minority interest, marketability, blockage, and other discounts

  • valuations of restricted stocks

  • valuations of intangible assets

  • appraisals of intellectual property

  • valuations for S-corp elections

  • assistance in representing companies before the IRS

  • valuations of contingent purchase price

  • valuations for Section 482 transfers (transfer pricing)





You may also be interested in...

 Estate/Gift/Trust Planning
 High Net-Worth Individuals
 Family Business/Closely Held Businesses
 Succession Planning


Associated Areas

 Accountants Malpractice
 Bankruptcy Consulting
 Business Valuations
 Damage Analyses
 Expert Witness Testimony
 Forensic & Fraud Investigations
 Fraudulent Financial Reporting
 Intellectual Property Damages
 Internal Investigations
 Purchase Price Disputes
 SEC And Securities Matters
 Shareholder Disputes
 Transaction Pricing/Consulting
 Valuations of Financial Instruments

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