In The News
Bridging Section 409A And Gift Tax Valuations – Opportunities and Pitfalls
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,...
QSBS, Solved Podcast: Valuation Methodologies and Approaches to Valuing Startups, with Complete Advisors
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...
When 409A Meets Gift Tax: Aligning Valuations Without Crossing the Line
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,...
8 Business Valuation Mistakes And How To Avoid Them
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...
Business Valuation for Multi-tiered Entities
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...
Valuation of Startups with Complete Advisors
“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...
Should AI Be Disclosed
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...
Nine Valuation Mistakes that Can Harm Business-Owner Clients
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...
Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors | Future Focused | Private Wealth Insights
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,...
QSBS Valuation for Enhanced Estate and Tax Benefits
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...