Archive for the 'Business Valuations' Category

Executor of Estate? Use our Executor Checklist

December 21st, 2016

In Charge of Dad’s or Mom’s Estate? When a loved one passes away and you’re named as executor of his or her estate, you’re likely to feel a mix of emotions. Sadness over the individual’s demise, of course but mixed with that, will be... Read More

Gifts that Catch the IRS’s Attention

July 18th, 2012

Gift tax returns which include an appraisal are more likely to be audited by the IRS. Engaging a certified valuation analyst (CVA) or a CPA accredited in Business Valuation (ABV) is prudent when valuing business interests for Gift Tax Returns.

Jeffrey Urbach Awarded Certificate of Excellence from NACVA

July 17th, 2012

Jeffrey Urbach, partner in Urbach & Avraham, CPAs, was awarded Certificate of Excellence in as a Certified Valuator and Analyst

Do You Know the Real Value of Your Business?

June 6th, 2012

Gifting business interests in 2012 has many tax benefits. The gift tax exemption is $5 million. Minority discounts are still available.

Steven Citron Earns Business Valuation Accreditation

February 17th, 2012

Business Valuations Accreditation earned by Urbach & Avraham, CPAs’ Tax Manager, Steven Citron. The Edison, NJ CPA firm prepares business valuations for estates, divorce and shareholder dispute.

NJ Court Clarifies Contingent Interest for Estate Asset Valuation

February 14th, 2012

NJ Inheritance Tax is imposed on fair market value of assets as of decedent’s date of death. Neither appreciation nor decline in asset values thereafter has any bearing on the determination of the tax. A Will dispute or Probate issue doesn’t make an interest in an inheritance contingent or conditional.

Gift Tax Valuations enjoy new IRS Loophole

September 27th, 2011

Gift Tax Valuation discount was audited by IRS. Discount was reduced making value of gift greater. Amount of gift in excess of gift tax threshold went to charity, thereby avoiding the gift tax.

NJ Estate Valuation Case Highlights Importance of Buy-Sell Agreement Terms

September 21st, 2011

NJ Estate Valuation determined by Buy-Sell Agreement at Book Value to detriment of family of business partner

Judge Invalidates Tax-Affecting in Estate Business Valuation

July 31st, 2011

Judge rejected tax affected adjustments of future earnings of S-Corp in business valuation for estate taxes.

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