Global consulting firm J.S. Held announces comprehensive trust and estate valuation services, delivering thorough, well-documented, and defensible valuation analyses and reports for gift and estate tax planning and reporting purposes.
JERICHO, N.Y., April 9, 2024 /PRNewswire-PRWeb/ -- Global consulting firm J.S. Held, proudly celebrating 50 transformative years, announces its expanded trust and estate valuation services. With decades of experience, J.S. Held's experts perform valuations of specialized tangible and intangible assets for gift and estate tax planning and reporting purposes across the United States. J.S. Held experts perform valuations of shareholder, limited partnership, and membership interests in closely held entities and qualified plans, primarily for estate and gift tax and other fiduciary tax reporting purposes.
The Trust & Estate Valuations service team of financial and valuation specialists, in tandem with technical and scientific consultants, meticulously craft thorough, well-documented, and timely valuation analyses and reports. J.S. Held's comprehensive methodologies are designed to provide defensible well-supported valuations that have withstood IRS scrutiny.
"Our experts combine extensive industry knowledge and wide-ranging forensic and financial expertise to provide accurate and reliable valuations for trust and estate planning," said Brandon McFarland, MBA, Valuation Consultant at J.S. Held. "We understand the importance of delivering well-supported valuations and are prepared to defend our analysis in a dispute."
J.S. Held's team has significant experience providing expert witness testimony in federal and state courts. We are known for our "teaching" – as opposed to "telling" – approach of testimony. Rather than only providing a judge or jury with an opinion, we communicate the key facts and relevant theories in a clear and logical manner.
"Our team possesses in-depth knowledge and understanding of the laws that govern partnerships, limited liability companies, and corporations," said Lynton Kotzin, CPA. Mr. Kotzin adds, "We are well-versed in Internal Revenue Service (IRS) rulings, regulations, and court cases that influence valuation methodologies." The multidisciplinary team at J.S. Held works closely with prominent estate planners, attorneys, accountants, financial planners, and pension administrators across the United States and globally.
For more information about J.S. Held's trust and estate valuation services, visit https://www.jsheld.com/areas-of-expertise/financial/economic-damages-valuations/trust-estate-valuations.
Learn more about the dedicated and entrepreneurial experts who help transform J.S. Held, explore our story, and celebrate this momentous milestone, our 50 & Forward celebration, with us at jsheld.com.
About J.S. Held
J.S. Held is a global consulting firm providing technical, scientific, financial, and strategic expertise across all assets and value at risk. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.
Our more than 1,500 professionals serve organizations across six continents, including 81% of the Global 200 Law Firms, 70% of the Forbes Top 20 Insurance Companies (85% of the NAIC top 50 Property & Casualty Insurers), and 65% of the Fortune 100 Companies.
J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held, its affiliates and subsidiaries are not law firms and do not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.
Media Contact
Kristi L. Stathis, J.S. Held, +1 786 833 4864, [email protected], JSHeld.com
SOURCE J.S. Held
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