• IRC §409A compliance and GAAP requirements of ASC 718 (formerly SFAS 123R)
• Estate and gift tax compliance
• Potential Capital Gains tax issues
• Potential built-in-gains from a conversion from a C to S corporation
• Federal, State and County tax disputes

• Fair Value Measurement and Portfolio Valuations of ASC 820 (formerly SFAS 157)
• Purchase Price Allocation requirements of ASC 805 (formerly SFAS 141R)
• Intangible Assets and Goodwill Impairment requirements of ASC 350 and 360 (formerly SFAS 142 and 144)

• Partnership/shareholder disputes
• Determination of business damages or lost profits
• Intellectual property valuations for disputes
• Marital Dissolution proceedings
• Bankruptcy Court proceedings
• Probate proceedings

(Performed through a third-party company)

• Investment Purposes
• Tax Related Matters