713-552-1333 Houston, TX
How would you value a business? The three approaches appraisers use to value a business are essentially a matter of common sense. You start with the balance sheet and adjust the book values of assets and liabilities to their market values. Then you...
Did you know that business valuators offer two types of appraisal services? Formal valuations are the most common service valuators provide, requiring significant time and in-depth analyses. But sometimes a less formal “calculation” of...
When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial accounts can affect tax liability in ways that often surprise newlyweds. Other financial issues will also be impacted by marriage....
Would you like your estate plan to support your favorite charity and leave a legacy for your family? Two trust types can be used together to help achieve those goals (one familiar and another you may not have heard of): a charitable remainder trust...
Many people are uncomfortable discussing with heirs how they’ll distribute their estates. Perhaps you don’t want your children to realize how much they may receive after your death. Or you may think your choice of heirs could change in...
It’s common in divorce cases that involve an interest in a closely held business for that investment to be the marital estate’s most valuable asset. In many states, when the owner-spouse brings this asset to the marriage, a specialist...
When a business owner is getting a divorce, determining the value of the business interest to include in the marital estate can be one of the most contentious and time-consuming issues. Rather than hire separate experts to duke it out in court, some...
The One Big Beautiful Bill Act (OBBBA), enacted in 2025, made permanent the federal income tax deduction for qualified business income (QBI). This break was originally introduced under the Tax Cuts and Jobs Act. Many business owners have been...
Don’t let the changing estate tax environment prevent you from getting your estate in order. Whatever happens with the future of estate tax, you’ll still want to ensure your assets are distributed according to your wishes. While most...
The market approach, whereby appraisers use comparable “guideline companies” to help them estimate the value of a private business, has become a long-standing valuation touchstone. Two primary valuation methods are categorized under the...
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Houston, TX 77057