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Posts by David Goldner

Which Valuation Method Should be Used for a Valuing Business for Gift and Estate Tax Purposes?

In the recent Tax Court opinion in Estate of Aaron U. Jones v. Commissioner of Internal Revenue (T.C. Memo 2019-101), the court came to some surprising opinions that benefit taxpayers valuing businesses for gift and estate tax purposes.
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Transferring S Corporation Shares In a Divorce

In many divorces, a significant asset of the marriage is an S corporation. Oftentimes, the business owned by the S corporation is the source that will be used to make lifetime distributions to a spouse. Two important aspects of S corporations prevent a...
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How Will Tax Reform Impact Business Valuations?

Thanks to the Tax Cuts and Jobs Act, signed into law at the end of 2017, businesses will experience dramatic tax cuts. Those tax cuts will not only have a positive impact on a company’s bottom line, but will significantly affect the company’s value. If...
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The Impact of Built In Gains Tax On Business Valuation

Prior to the Tax Reform Act of 1986, a C corporation could sell its appreciated assets, or liquidate, and avoid any tax inside of the company. The shareholder would only pay a single capital gains tax.
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5 Strategies to Diversify Concentrated Stock Positions (CSP)

Business owners and executives pour their hearts and souls into building a successful company. Often their hard work and dedication pays off, quite literally, with the sale of the business to a publicly traded company. Those corporate executives and...
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How to Set (and Meet) the Perfect Fundraising Goal for Your Nonprofit’s New Endowment

After you’ve allotted the time and resources to ensure that your nonprofit is ready for an endowment, the next question you must answer is: how much money do we raise? This decision, like many choices in business, comes down to your organization and...
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