A Gift from the IRS

It’s rare we receive a present from strangers, but the IRS of all sources routinely provides one to surviving spouses.  The assets surviving spouses inherit from their deceased spouse can be stepped up to fair market value, with no federal estate tax impact!

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Gifting & The Stock Market

While the proverb “Every cloud has a silver lining” is always true, sometimes it’s hard to find the silver lining.  Where is that lining for you, as a business owner?

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Cannabis, It’s Not “Up in Smoke” Anymore!

The classic 1978 film Up in Smoke relates the misadventures of Pedro and Man (Cheech and Chong) who unwittingly smuggle a truckload of marijuana from Mexico into the US. Today, marijuana is a highly

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Building a Defensible Business Valuation

You have decided to have your business valued. What documents and information should you expect to share with the appraiser for them to prepare a defensible business valuation? Your Privacy You

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How to Prepare for a Business Valuation

ou have decided to have your business valued. Now what? Most Importantly Most smaller businesses serve a niche that large companies cannot or will not compete in. You may provide a product

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Building a Defensible Business Valuation

You or your client have a closely held business where information is typically kept private and shared on a must-know basis only. As CPAs and members of the American Institute of Certified Public Accountants (AICPA), we adhere to the AICPA’s Code of Professional Conduct that includes a Confidential Client Information Rule. We cannot disclose any confidential client information without your specific consent in writing. In addition, we maintain a highly secure portal for the easy sharing of all information.

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Upfront Decisions

You have decided to have your business valued. What needs to be decided before you engage a business appraiser?

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Is Your Business Nothing Without You?

Are you leaving money on the table? Over the combined 50+ years the team at JBVal has performed valuations, we hear from proud business owners, “This business would be nothing without me.” It’s inevitable

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