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Corporate Tax Planning Valuation Services


Overtaxed and under pressure

In addition to the enormous challenge of keeping abreast of the voluminous U.S. Tax Code, increasing globalization is adding another layer of complexity.  Staying current with local laws, cross border treaties, tax practices and valuation requisites is a daunting task when you have thin resources.

American Appraisal is here for you.  Our firm has been providing tax valuations for over 50 years – longer than any other valuation firm.  Regardless of location, scope and/or complexity, we have been able to keep pace with the ever-changing valuation requirements for corporate tax issues.

Strategically situated throughout Asia-Pacific, Europe, North and South America, our offices are staffed with full-time American Appraisal Consultants.  They know the local markets as well as the economic, taxation and cultural issues that can greatly influence value.  This dedicated local market presence is trained alongside our U.S.  Consultants to ensure consistency of quality and a nimble response to virtually any cross border assignment.

While independent valuations may not always be required by taxing authorities, our objectivity is highly valued by our Clients.  Our independence is complemented by our familiarity with tax and financial reporting standards.  The majority of our Consultants bring substantive Big-4 experience to American Appraisal.

We invite you to discover the American Appraisal difference. 
 

What we do


How complex is your legal structure as it relates to your international operations?  Is it the same as your management reporting structure? 

Do you have lingering valuation issues in any of your open tax years? 

Do you share intellectual property with your international subsidiaries?  How do you determine the rates paid on inter-company transactions? Have you had any transfer pricing studies performed recently? 

Which method do you use to allocate interest expense among your international subsidiaries?

Do your financial reporting and tax professionals ever independently value the same assets?  How do you reconcile these different valuations?

If any of these questions give you pause, it’s time to talk to us.  We offer a multifaceted team approach to tax valuations, drawing upon expertise applicable to any security or business interest and to all classifications of tangible and intangible assets.

Our Consultants are valued by Clients for their ability to quickly identify valuation issues, gain confidence of all parties and develop accurate and supportable value conclusions.  This has yielded results that have withstood the scrutiny of the world’s most discerning regulatory, judicial and taxing authorities.

Tax Valuation Services
Corporate tax considerations are critical when planning and structuring transactions such as mergers, acquisitions, joint ventures, reorganizations, other business transactions or when making elections to improve the tax efficiency of your organization.

Whether you are looking for solutions across several countries or for multiple legal entities/assets within one tax jurisdiction, our Consultants possess the tax valuation experience to efficiently meet your requirements, including:

Transactions

  • Net Operating Loss Limitations and Built-In Gains (IRC § 382)
  • Like-Kind Exchanges (IRC § 1031)
  • Asset Valuations (IRC § 338 and IRC § 1060)
  • Non-Compete Agreements (IRC § 280)

Reorganizations

  • Legal Entity Valuations
  • Taxable or Nontaxable Reorganizations (IRC § 368)
  • Debt Forgiveness (IRC § 108)
  • Worthless Stock Deduction (IRC § 165)

Planning and Assessment

  • Global Interest Expense Allocation (IRC § 861)
  • Transfer Pricing issues (IRC § 482 and IRC § 6662)
  • Deferred Compensation (IRC § 409) and Stock Options (IRC § 83)
  • Subchapter C to Subchapter S Conversions (IRC § 1374)
  • Cost Segregation (IRC § 1245, 1250)

Why us?


If you're contemplating the engagement of a valuation firm, ask yourself, which one brings a long history of proven Client service and the most experienced Consultants to the table?  Who possesses the global resources to efficiently complete logistically challenging projects?  Which firm can offer an independent point-of-view and objective advice regarding values?  When you examine the realities, we think you will find there is only one answer...American Appraisal.

We know tax valuation.
American Appraisal has been providing tax valuations for over 50 years – longer than any other valuation firm. Today, our best practices and methodologies are testament to our extensive and diverse experience.

  • We have performed hundreds of valuations for tax purposes, including many multinational Fortune 500 corporations.  
  • Our global tax valuation team is comprised of hundreds of seasoned Consultants who annually perform valuations aggregating hundreds of billions of dollars.

We are experts.
Breadth and depth of expertise eliminates the need to rely on subcontractors.  Our Consultants, who have been with us an average of more than ten years, have the experience necessary to value virtually any security or business interest and all classifications of tangible and intangible assets.

  • Focused on and committed to valuation since 1896
  • Unrivalled interaction with: ASA, FASB, IASB, IVSC, AITF, ITP, SEC and PCAOB; including a current board trusteeship with the International Valuation Standards Council (IVSC)
  • Rounded exposure through working with Big-4 audit/valuation teams, as well as leading investment banks and private equity firms

We are glocal.
We believe there is a world of difference between being global and acting global.  We call it ‘glocal’; the ability to think globally and act locally.

  • American Appraisal, the world’s only truly glocal valuation firm™, is comprised of 900 employees, operating from offices strategically situated throughout Asia-Pacific, Europe, and North and South America.

We are independent.
American Appraisal focuses exclusively on valuation and related services.  That independence guarantees our greater objectivity and a commitment of our resources to your valuation issue. 

  • Valuation is our only business; we do not provide tax advice.

We are focused on Client needs.
American Appraisal is employee owned.  We aren’t merely involved in valuation; we are unequivocally committed to meeting Client needs.  On every engagement, direct Client access to the firm’s senior management is always the norm, never an exception.

 

 

 


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