Understanding the differences between Section 409A and gift tax valuations is essential to avoid pitfalls such as misvaluation, inflated tax liabilities, and audit challenges. Arlein and Shah explain how coordinating valuation efforts, applying appropriate discounts,...
On QSBS, Solved, host Brady Weller joins Complete Advisor’s Evan Levine and Nainesh Shah to explore the importance and complexities of startup valuations and the critical role of industry analysis. In this podcast, they also discuss the significance of customer-based...
409A and gift estate valuations both assess the value of private company stock. However, they serve different purposes and follow distinct rules. Misusing one for the other can trigger IRS issues and tax inefficiencies. Authors Arlein and Shah outline the differences,...
Valuation mistakes can be costly, especially when legal and financial decisions are on the line. In this article, attorney Michael Erskine, supported by valuation insights from Evan Levine and Nainesh Shah of Complete Advisors, breaks down the eight most common...
A multi-tiered entity (MTE) is an interconnected business network where each layer or subsidiary potentially holds a mix of tangible and intangible assets, as well as additional entities. This structure adds complexity when establishing value. Nainesh Shah and Evan...
“10,000 Startups” Podcast by Roger Royse Evan Levine and Nainesh Shah talk with Roger Royce about the role of valuations for startups touching on gift and estate tax planning, funding acquisition (loans), sale, 409a, and other applications. The conversation includes...
AI is pervasive and promises to fundamentally transform business operations, education, and daily life. However, functional insights bridging the gap between AI and our industry have been lacking. The authors share their views on the ethical and professional standards...
Obtaining a proper business valuation is critical for business owners and their advisors, if they plan to sell or transfer their business in the next few years. Evan M. Levine and Nainesh Shah discuss nine common mistakes in valuing businesses and ways to avoid...
Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025. In this episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah,...
Qualified small business stock (QSBS) presents a significant opportunity for estate and tax planning, particularly for high-net worth (HNW) individuals and business owners. Understanding the intricacies of QSBS under Internal Revenue Code Section 1202 allows for...