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Tax Reporting > Estate & Gift Tax
Marketability is a consideration in the valuation of private securities, of course, but board control and representation (minority interest issues) are important as well. And determining the benefit of any pass-through tax status can be a tricky, double-edged analysis. Measuring and supporting the value of private (and illiquid public) interests for tax purposes requires a critical understanding of the technical differences between private and public investments, as well as a detailed knowledge of red-flag issues for both the IRS and the U.S. Tax Court. Caliber’s experienced professionals have provided opinions on very complex estate tax issues and have an extensive history of defending our analyses at exam, appeal, and trial. |
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Caliber Advisors, Inc., determines the value of business interests for gift and estate tax reporting, generally for private companies. Private investors use vastly different criteria when pricing investments that do individuals interested in public companies, requiring valuation measures that often focus much more on EBIT and EBITDA than on earnings per share.