Valuations for tax compliance purposes cover a wide range of fair market value related areas. These include, but are not limited to, the following.

• Gift and estate tax planning. Estate and gift tax valuations are essential for determining the fair market value of assets transferred during a person's lifetime (gifts) or after their death (estate). These valuations help assess the tax liability associated with these transfers, ensuring that the appropriate taxes are paid according to the current market value of the assets. High quality valuations and careful documentation are often required to accurately determine the value of assets subject to estate and gift tax.
• Valuation of private company stock (IRC 409a). Estimation of the fair market value of private company stock (typically common stock) for the purpose of issuing equity based compensation under IRC 409a. These valuations are usually issued to not only comply with IRC Section 409a but also ASC 718 (accounting for equity based compensation). So Mayples includes full audit support with each valuation should it be required.
• Corporate tax planning. Reorganization or recapitalization tax valuations involve assessing the fair market value of a company's assets and liabilities during a major corporate restructuring. These valuations play a crucial role in determining the tax implications of such transactions, as they help establish the tax basis for the new entity or the exchanged assets. Accurate and comprehensive valuations are crucial for compliance with tax regulations and ensuring that the tax liabilities are appropriately calculated and reported.
• Intangible assets. Intangible asset valuations involve determining the fair market value of non-physical assets, such as patents, trademarks, copyrights, and customer relationships. These valuations are essential for various purposes, including financial reporting, mergers and acquisitions, tax planning, and licensing agreements. Valuations incorporate various methods and data analysis to accurately assess the value of intangible assets, providing crucial insights to businesses and investors about the worth and potential of these assets in the marketplace.

Our tax compliance valuation solutions incorporate a wide range of needs out of the box. If you feel that you have a unique need, please contact us. We'd love to hear about your need and can come up with a fast, cost effective solution to integrate into our system.