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EXAMPLE REPORTS

Below are redacted reports that illustrate our Detailed Reports for various matters:

 

  • Gift Tax (click here): Note the use of non-controlling shareholder discounts for lack of control and marketability.

 

  • Divorce (click here): Note the methods used to carve-out personal goodwill and to avoid "Double-Dipping."

 

 

Gift Tax Example

gift tax example

Divorce Example

divorce case example
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