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Valuation Engagement Vs. Calculation Engagement
Since the Statement on Valuation Standards was issued by the AICPA in 2007, there have been many questions about when a valuation engagement or a calculation engagement should be used. Download this practice aid, produced in collaboration between Chartwell's Rachel Flaskey and Sageworks, to learn how to handle this question at your firm.
Chartwell Chicago Office Moves
We are pleased to announce that our Chicago office has moved to a new location. Please update your records by downloading the vCards of our Chicago staff.
IRS Proposes Regulations That Would Remove Valuation Discounts in Estate & Gift Tax Transfers
In early August, the Department of the Treasury and the Internal Revenue Service released proposed changes to Internal Revenue Code Section 2704. These are the regulations that pertain to the use of discounts in the valuation of transferred fractional ownership interests for gift and estate tax purposes. If adopted as proposed, the regulations will make it costlier to accomplish intra-family transfers of fractional ownership interests of a family-controlled business.
The ESOP Association's Annual Midwest Conference
Join Chartwell for this annual conference in Milwaukee, Wisconsin, September 8-9! Chartwell is a Gold sponsor of this event.
ACEC 2016 Fall Conference
Join Chartwell for the ACEC 2016 Fall Conference, October 19-22, held this year in Colorado Springs! Chartwell is proud to be a Gold sponsor of this event and the Anchor Sponsor of the CFO Council's Finance Track for the 6th consecutive year!
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