Tax & Estate

Tax & Estate

What we can do for you

When deciding the future of a closely-held business, it’s important to develop a valuation plan that fosters continuity and ease of transition to the next generation of owners. South Park Advisors will work closely with your attorney, wealth planner and other trusted advisors to better plan for the future, minimize taxes and maximize your family’s wealth. We’ll do our part to assist in preserving your life’s work. 

We are consistently up-to-date with the latest revenue rulings and procedures, and court cases regarding tax valuation matters. Tax rules, regulations and compliance are constantly evolving. With South Park Advisors, you can be assured you’ll receive a professional business valuation that can withstand scrutiny and review.

Tax & Estate

All of our valuations adhere to professional standards established by the American Society of Appraisers and the Uniform Standards of Professional Appraisal Practice.  A proper valuation will help form the foundation for the entire estate planning process. South Park Advisors can provide the following services for your business: 

  • Gift Tax Reporting: Gifting of shares or interests in closely held corporations, limited liability companies or partnerships
  • Estate Tax Reporting: Transfer of assets from the decedent to their beneficiaries and heirs 
  • Charitable Giving: Securities donated to charitable foundations and organizations 
  • IRC Section 409(a): Stock options issued to employees as compensation
  • IRC Section 280(g): Non-competition and non-solicitation agreements of disqualified individuals

Services We Offer

Valuation Advisory

Valuation Advisory

South Park Advisors delivers professional advice that you can rely on for mergers and acquisitions, ownership transition, dispute resolution, covenants not to compete and other complex analyses.

ESOP Advisory

ESOP Advisory

South Park Advisors has the knowledge and experience to work with you through every stage of the ESOP lifecycle. Whether you are a business owner contemplating retirement, or an ESOP trustee responsible for the benefits plan of the employees you represent, we can help.

Tax & Estate

Tax & Estate

Specializing in business valuation for estate, gift and other tax matters, South Park Advisors will work closely with your attorney, wealth planner and other trusted advisors to better plan for the future, minimize taxes and maximize your family’s wealth.

Let us help you accomplish your goals.

Charlotte

322 Lamar Avenue, Ste. 210
Charlotte, North Carolina 28204
704.817.1584

Rochester

95 Allens Creek Road
Executive Square Bldg. 2, Ste. 231
Rochester, New York 14618
585.473.3713