Tax & Estate Planning

Cogent Valuation has performed thousands of valuations for income and transfer tax purposes, including estate taxes, estate and gift tax planning, IRC Section 409A, charitable contributions, buy/sell agreements, issuance of stock options, Subchapter S conversions, and other taxable transactions. These valuations have involved operating companies in virtually all industries, fractional interests in real estate holding companies, investment companies, derivative securities, and intellectual property rights of all types.