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Articles From Brisbane Consulting Group

Brisbane Consulting Group provides resources to assist you as you plan for your business and personal success.
Should Subsequent Events Be Factored into the Valuation Equation?

Should Subsequent Events Be Factored into the Valuation Equation?

Posted by William P. Allen on February 18, 2020

When valuing a business interest for federal transfer tax purposes, it's usually taboo to consider events that happen after the valuation date. But there are two important exceptions to this general rule: 1) subsequent events that are “reasonably foreseeable,” and 2) unforeseeable subsequent events that provide an “indication” of value.

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2020 Federal Tax Rates Guide

2020 Federal Tax Rates Guide

Posted by William P. Allen on February 10, 2020

Our 2020 Federal Tax Rate Guide offers IRS tax rate tables for everything from income tax rates, and child credits to capital gains and corporate income taxes.   

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How Financial Experts Can Help in Divorce

How Financial Experts Can Help in Divorce

Posted by Louis Cercone, Jr. on February 04, 2020

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. 

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Six Common Valuation Pitfalls in Shareholders’ Agreements

Six Common Valuation Pitfalls in Shareholders’ Agreements

Posted by William P. Allen on January 21, 2020

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.

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2019 Year-End Tax Planning Guide for Businesses

2019 Year-End Tax Planning Guide for Businesses

Posted by Louis Cercone, Jr. on January 16, 2020

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

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2019 Year-End Tax Planning Guide for Individuals

2019 Year-End Tax Planning Guide for Individuals

Posted by Louis Cercone, Jr. on January 09, 2020

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

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Estate of Jones: Valuing Gifts of LP Interests in Income-Producing Real Estate

Estate of Jones: Valuing Gifts of LP Interests in Income-Producing Real Estate

Posted by Douglas Sosnowski on January 07, 2020

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

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Three Reasons to Use Valuation Pros in Estate Planning

Three Reasons to Use Valuation Pros in Estate Planning

Posted by Louis Cercone, Jr. on December 17, 2019

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

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How Do Non-Operating Assets and Liabilities Affect Business Value?

How Do Non-Operating Assets and Liabilities Affect Business Value?

Posted by William P. Allen on December 03, 2019

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

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Telfer v. Telfer: Discount for Lack of Marketability Upheld on Appeal

Telfer v. Telfer: Discount for Lack of Marketability Upheld on Appeal

Posted by Louis Cercone, Jr. on November 19, 2019

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.

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