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August 18, 2016

The Gray Areas of 409A Valuations

By Jeff Faust, CVA, Director of Valuation Services
ASL Business Valuation Services

Generally, most companies understand what a 409A Valuation is and why they need it, but questions commonly arise regarding the timing and subsequent updates of their 409A Valuation. Not all of these questions have clear cut answers and ASL prides itself in helping our clients navigate these “gray areas” of 409A Valuations.

409A Valuations – Frequently Asked Questions

Here are some commonly asked questions: (more…)

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Categories: Summer 2016, Valuation Services
Tags: 409A Valuation, CPA Firm, important, Jeff Faust, Planning, Questions, San Jose Business Valuations, updates, Valuation services,
July 21, 2015

Valuation: Discounts for Estate Planning

By Jeff Faust and Megan Bigham

Upcoming tax regulation changes may have sweeping effects on how family-owned entities are valued. 

Initially, the IRS did not allow discounts for lack of control in valuing family-owned interests. In 1993, the IRS ruled that these interests were not collective and therefore lifted the limitation for this discount. However, there are still some situations where discounts for lack of marketability and lack of control are challenged on the basis of IRS Code §2704.

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Categories: Family Wealth & Individual Tax Planning, Summer 2015, Valuation Services
Tags: estate planning, Jeff Faust, San Jose Business Valuations, San Jose Estate Planning, Silicon Valley CPA,
March 19, 2015

How to Value Your Emerging Business

Jeff Faust, Director of Valuation Services, here at ASL, spoke at the ASL Emerging Business Group’s best practices seminar on, “How to Value Your Emerging Business”. In this podcast, Jeff shares his expertise on how to understand the value of your emerging business.

https://www.aslcpa.com/wp-content/uploads/2015/03/JeffFaust.mp3
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Categories: Uncategorized
Tags: San Jose Business Valuations, Valuing Business,

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