In the news
Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors | Future Focused | Private Wealth Insights
September 3, 2024
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 of Future Focused|Private Wealth Insights, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors and his colleague, Nainesh Shah, Co-founder and Director of Valuations, to discuss the critical role of business valuations in estate and gift tax planning and the intricacies of determining discounts…
QSBS Valuation for Enhanced Estate and Tax Benefits
August 25, 2024
Qualified small business stock (QSBS) presents a significant opportunity for estate and tax planning, particularly for high-networth (HNW) individuals and business owners. Understanding the intricacies of QSBS under Internal Revenue Code Section 1202 allows for strategic planning to enhance financial outcomes, namely, reduced exposure to income tax and estate tax liability. Let’s explore the definition, benefits and planning strategies associated with QSBS. Through a detailed examination of qualification criteria, valuation challenges and advanced planning techniques, this article aims to optimize the use of QSBS for estate and tax planning purposes.
How AI is Changing the Landscape of Law, Accounting and Finance
AI is a powerful and disruptive technology that has the potential to transform the fields of law, accounting, and finance. AI can automate many tasks, provide new insights and capabilities, and enhance the quality and efficiency of services. AI is not a magic bullet that can solve many of the problems and challenges of the professional fields. AI is a fast-growing and evolving technology that will enhance and transform the fields of law, accounting, and finance, and professionals should adapt and leverage it as a partner and a tool rather than fear or resist it.
Strategies for Valuing Complex and Unusual Entities
Listen as Mary Vandenack, host of the Vandenack Weaver Legal Visionaries Podcast, talks with Evan Levine and Nainesh Shah from Complete Advisors, about the specific challenges associated with valuing unique entities. Together they shed light on key factors to consider, preferred valuation methods, and insights into handling valuation intricacies for start-ups and early-stage companies.
Navigating Valuation Pitfalls: Insights From The Experts
Join Host Mary Vandenack and her guests, Evan and Nainesh, for an informative discussion on the challenges of business valuations. Who and how should you value tangible and intangible assets? And, what is the potential impact of insufficient data, lack of due diligence, or an inaccurate report? Listen as they share practical advice on identifying credible experts and avoiding critical valuation errors.
THE IMPORTANCE OF QUALIFIED APPRAISALS IN TAX, LEGAL, AND FINANCIAL MATTERS
A valuation report from a “qualified appraiser” is required by the Internal Revenue Service (IRS) in various situations, including in some donations of property, certain estate tax filings and gift tax returns as well as other transactions between related…
VALUATION CONSIDERATIONS FOR SPECIAL PURPOSE ACQUISITION CORPORATIONS (SPACS)
This video describes the valuation considerations for Special Purpose Acquisition Corporations. (SPACS). Speakers: Nainesh Shah, CFA, CVA, Evan Levine, ChFC and Martin M. Shenkman, Esq. Transcript Marty Shenkman (00:09): Welcome to Law Easy. My name’s Marty…
NINE VALUATION MISTAKES FOR BUSINESS OWNERS TO AVOID
As baby boomers continue to retire and transfer wealth, the need for a professional business valuation will continue to increase. If you are a CPA or Attorney who advises business owners, eventually, you will have a client who needs to determine the value of their…
HOW TO STRUCTURE AND VALUE AN EARNOUT AGREEMENT
This video describes the structuring of a business earnout agreement and points the business owner may consider when preparing to sell their business and whether to include an earnout. Speakers: Nainesh Shah, CFA, CVA, Evan Levine, ChFC and Martin M. Shenkman,…
Vandenack Weaver Podcast
Listen to Evan and Nainesh on the Vandenack Weaver podcast! Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them.
The Business Sale With An Earnout
Many businesses have been negatively impacted by the pandemic, magnifying the risk of using a “fixed price” for the sale of a company. The gap between what a buyer is willing to pay and what a seller is willing to accept might be more pronounced than ever today. And…
MAKING MUSIC – MORE THAN A LEGACY OF SONG – A LESSON IN THE VALUATION OF THE INELLECTUAL PROPERTY RIGHTS OF PRINCE AND OTHER ARTISTS
Evan Levine and Nainesh Shah provide members with commentary that examines the valuation of Prince and other artists. Evan Levine is a Chartered Financial Consultant with over 30 years experience. He has given dozens of educational seminars on retirement and estate…
THE CURRENT STATE OF VALUATIONS
Listen to Evan and Nainesh on the Accounting Today podcast! Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC.