Articles From Brisbane Consulting Group

Divorce involves complex financial issues. A financial professional can help the parties resolve such matters as divvying up a marital estate and valuing private business interests. 

The purpose of a buy-sell agreement is to ensure a smooth transfer of ownership and avoid disputes over the buyout price when an owner dies or leaves the business.

All businesses seek to reduce costs, and year-end tax planning presents the chance for significant savings that affect your bottom line.

Paying your individual income taxes likely represents one of the largest outlays of the year, but it also offers an opportunity for significant savings.

The U.S. Tax Court addressed several key business valuation issues in a recent gift tax case.

Some business owners design their estate plans without consulting a business valuation professional, but do-it-yourself valuations can be risky.

When valuing a business, it’s important to identify nonoperating assets and liabilities that may have a significant impact on value.

Courts are divided on whether to allow discounts when valuing business interests in shareholder disputes and divorce cases. Whether discounts are equitable typically depends on state law, case facts and, ultimately, the court’s discretion.

Estimating lost profits isn’t always cut and dried. It’s important to look behind the numbers for signs that they might have been manipulated or falsified.

In Kress v. United States, a federal district court accepted the practice of tax affecting the earnings of so-called “pass-through” entities. It also rejected the application of a premium to reflect the tax advantages of owning a minority interest in a pass-through business.