Accountancy Associates, LLC

Internal Revenue Service

The IRS’ Examination Limits
Revenue Ruling 59-60
Heirs and Taxes

Valuation

Benefits of business valuation
Valuing the business
Defending the value gifted
Business valuation services

Tax

Estate tax
What is gift tax
The tax benefits of gifting

Other

Exit strategies and buy-sell agreements
Purposes of a buy-sell agreement
Buy-Sell agreements & valuation requirements
10 Key Questions

Accountancy Associates, LLC (AAL), an alliance partner of International Profit Associates, Inc. (IPA) and International Tax Advisors, Inc. (ITA), is a premier professional firm comprised of CPAs and credentialed valuation professionals that provides business valuation and taxation services. We provide valuation services to clients within the U.S. and Canada for purposes including but not limited to, gift and estate taxation, buy-sell agreements, shareholder buy-outs and buy-ins, synergistic acquisitions, divorce, estate planning, succession planning, retirement planning, benchmarking, reorganizations, S corporation conversions, intangible asset valuations, employee benefit plans such as Employee Stock Ownership Plans (ESOPs), charitable contributions and family limited partnerships (FLPs).

Our professionals subscribe to the highest recognized valuation and professional accounting standards. Our professionals are members of one or more of the following: the American Institute of Certified Public Accountants (AICPA), American Society of Appraisers (ASA), National Association of Certified Valuation Analysts (NACVA), Institute of Business Appraisers (IBA), National Association of Tax Professionals (NATP), Alliance of Merger & Acquisition Advisors (AMAA) and the Business Valuation Association (BVA) Chicago Chapter.