Tax
Developing a fully informed plan to assist in managing the complex tax landscape
Tax minimization strategies often require valuations that meet specific criteria and can withstand scrutiny from internal and external auditors, regulators and taxing authorities. Having a full understanding of the impact of asset valuation is vital to the success of any tax planning strategy. We have the knowledge, experience and relationships to help you develop a fully informed plan to assist in managing the complex tax landscape and understanding how taxation authorities will view your strategy.
Our team works with hundreds of companies and conducts thousands of onsite visits each year in order to determine businesses' true property values. Our clients rely on our expertise and deep knowledge of their industry, business and property to provide effective valuation and advisory solutions to support their tax minimization strategies.
Property Tax Valuation & Advisory
Property tax laws differ from state to state and often vary by local jurisdiction, which makes keeping up with changes to property tax law an onerous task. In addition, many companies assume that one of their largest annual operating costs - property taxes, are fixed and unchangeable.
Yet, property taxes are based on the values of tangible assets and we often see assessed valuations that do not reflect current market trends. We have experience bringing valuation and jurisdictional knowledge to an assessment problem and achieving the desired outcome - reduced property taxes.
We accomplish client objectives through a strategic, effective process, which includes:
- Property tax valuation - valuation and testimony to support tax positions and protests
- Personal property tax consulting - assessment review and strategy assistance, which may include return and appeal filing and property tax audit support
- Real property tax advisory - assessment review to identify opportunities for cost reduction, such as quantifying obsolescence, duplication of real and personal property, clerical errors and lack of equity
UTILITY SALES TAX EXEMPTION
B. Riley Advisory Services has the specialized expertise needed to help eligible clients capitalize on the utility sales tax exemption. Our utility tax specialists manage the entire exemption process for the client, from qualification to refund. The specialists perform the required utility study, collect all relevant documentation to support the exemption claim, communicate with state agencies and utility providers, and ensure the client is fully refunded all overpaid sales tax and properly setup for the exemption on future utility purchases.
RESEARCH & DEVELOPMENT (R&D) TAX CREDITS
B. Riley Advisory Services helps clients take advantage of specific credits by analyzing their company's activities to identify qualifying R&D expenses. We work to quantify the total cost of all qualifying activities and design systems to track these costs moving forward. This allows our clients to fully utilize these credits for research performed over the last three years and into the future.
Deferred Compensation
Since a private company's stock prices are not public, proper 409A valuations are critical to avoid tax liabilities and penalties, both to the company as well as to the employees receiving the benefit. Without a 409A valuation, the company is responsible for defending its stock valuation. An accurate 409A valuation is essential for a company to ensure compliance with all federal tax laws, as well as to mitigate risk of litigation and audits.
By working closely with the "Big Four" accounting and auditing firms, as well as local regional firms, our team has a comprehensive understanding and can adapt to changing audit requirements and valuation best practices. Our team's strong accounting background ensures we provide accurate, audit-defensible reports for your valuation, protecting your company and allowing you to focus on what's important.
APPRAISAL & VALUATION SERVICES
Key Contacts
Ian Ratner
Chief Executive Officer, B. Riley Advisory Services
Ronald Glass
Senior Managing Director
Andy Moore
Jimmy Baker
President & Head of Capital Markets
Mike McCoy
Dawn Farrell
Perry Mandarino
Mike Crawford
Senior Managing Director, Head of the Discovery Group
Craig A. Ellis
Eric Rajewski
Dan Ondeck
Senior Managing Director & Head of East Coast Sales
Knut Grevle
Senior Managing Director & Head of Equity Trading
Alan Barbee
Senior Managing Director
Paul Dopp
Senior Managing Director
Carol L. Fox
Senior Managing Director
Kip Hamilton
Senior Managing Director
Samuel Hewitt
Senior Managing Director
J. Michael Issa
Senior Managing Director
Mark Shapiro
Senior Managing Director
Michael Spindler
Senior Managing Director
Thomas Santoro
Senior Managing Director
Wayne P. Weitz
Selin Wold
Mance Edmondson
Kara Anderson
Sarkis Sherbetchyan
Marc Wiesenberger
Richard Magnusen
Senior Research Associate
Aman Gulani
Michael McConnell
James Flajser
Stephan Ogilvie
Michael Lowell
Senior Managing Director
Michael McHugh
Human Resources
Tim Wood
Michael Biener
Aaron Goodwin
Howard Weitzman
Gordon Heidacker
Automotive Sector Group Head
Richard Peil
Senior Managing Director
Bryant Riley
Chairman
Dan Berman
Senior Managing Director
Ross Hickman
Antonio Pereira
Senior Managing Director
Brent King
Eric Lange
Senior Managing Director Strategic Growth
Adam Hurst
Austin Bandoian
Contractor
Greg Eidson
Managing Director
Tess Wolff
Todd Beresin
Senior Managing Director
Jin Wang
Joseph Pegnia
Jonathan Eargle
Director
Duane Lohn
Senior Managing Director
Bryant Riley
Co-Chief Executive Officer, B. Riley Financial
Tom Kelleher
Co-Chief Executive Officer, B. Riley Financial
Gary Olsen
Senior Managing Director
Wayne P. Weitz
Senior Managing Director
Philip Zanone
Chief Operating Officer, B. Riley Wealth
Marshall Glade
Matt Barberich
Janet Pritchard
Mark Jenkins
Steven Walker
Shevi Smith
Seth R. Freeman
Senior Managing Director
Michael Thatcher
Michael Proctor
Senior Associate
Michael Fuqua
Steve Bonnema
Corey Gooch
Jennifer Posten
Joel Murovitz
Jonathan Vukanovich
Jonathan Wernick
Phil Ahn
Chief Financial Officer & Chief Operating Officer, B. Riley Financial
Alan Forman
Executive Vice President & General Counsel, B. Riley Financial
Karyn Kalita
Kelley Gastineau
Jen Arnett
Chief Marketing Officer
Joseph Aber
Judah Dominguez
Laura Clemente
Irene Byela
Michael Markunas
Deputy General Counsel & Chief Compliance Officer
Gaston Mauvezin
Senior Managing Director
Tom Buck
Senior Managing Director
Eric Lee
Marc Spizzirri
Senior Managing Director
Wen Tan
Howard Weitzman
Chief Accounting Officer
Aaron Goodwin, CISSP, CCISO
Chief Information Security Officer
Jennifer Copeland
Tim Wood
Chief Information Officer
Nancy Feeney
Chief Human Resources Officer
Michael Biener
Deputy Chief Information Officer
Gary Chase
Co-Chief Operating Officer, B. Riley Corporate Services
Bernadette Lombardo
Susan M. Smith
Bill Hughes
Chris Meadors
Clay Busker
Craig Jacobson
Cyrus Sharp
Teresa Licamara
Todd Sims
President, B. Riley Venture Capital
Coral Hansen
David Greenblatt
William Buckley
Managing Director
Steve Gilmer
Kelly Graham
Victoria Piccirillo
Co-Chair
Dana Coffaro
Secretary
Perry Mandarino
Head of Restructuring
Craig Ellis
Director of Research
Ananth Veluppillai
Chief Operating Officer, B. Riley Principal Investments
Nick Capuano
Chief Investment Officer
Mike Crawford
Head of the Discovery Group
Dawn Farrell
Chief Administrative Officer
Mike McCoy
Chief Financial Officer
Knut Grevle
Head of Equity Trading
Dan Ondeck
Head of East Coast Sales
Eric Rajewski
Head of Institutional Sales
William E. Cook, ASA
Stephanie Tinnes
Business Accounting Supervisor
Ryan Lutz
Director
Jeffrey R. Truitt
Senior Managing Director
Benjamin Kehler
John Sordillo
Senior Managing Director
Eric Mazur
Senior Digital Investigations Consultant
Phu Nguyen
Becky Yang O'Malley
Jasdev Singh
Erik Seiersen
Brian Keith
Director, Data Analytics
Nicolas Chandler
Emily Eisenhauer Freling, CDFA
Sub-Committee Chair
Benjamin Cartoon
Associate Director
Michael Mullen
Chief Executive Officer, B. Riley Wealth
Mary Swain
Chief Financial Officer, B. Riley Wealth
Marcus Arneaud
Chief Compliance Officer & Managing Director, B. Riley Wealth
Dan Ortega
Chief Supervisory Officer, B. Riley Wealth
Eli Cattan
Kate Kelly
Chief Talent Officer
Martin J. Burke
Managing Director
Michael Del Pero
Senior Managing Director
Nishen Radia
Senior Managing Director, Head of M&A
Teri Kendall
Director
John DeSena
Co-Chief Operating Officer, Corporate Services
Becky Popoff
Director
Jaimie Barry
Vice President, Corporate Access
Thomas McGlynn
Senior Managing Director
Joseph Puliafico
Director
Joy Subsomboon
Deputy Chief Compliance Officer
John Cogan
Managing Director, Head of Control Room
Chris Munck
Managing Director
David Hill
Senior Managing Director
Timothy Paisley
Managing Director
Teri Kendall
Senior Vice President
Andy Moore
Chairman & Co-Chief Executive Officer, B. Riley Securities
Jimmy Baker
Co-Chief Executive Officer & Head of Capital Markets, B. Riley Securities
Jaimie Barry
Vice President, Corporate Access
Natalie Bend
Vice President
Igor Belov
Director
Brian Taylor
Managing Director
Chad Ritchie
Managing Director
Craig Krinbring
Managing Director
Matt Feinberg
Senior Managing Director
Ernie Dahlman
Managing Director
Michael Cavanagh
Managing Director
Chris Ankley
Managing Director
Seth Appel
Senior Managing Director
Jonathan Mitchell
Senior Managing Director
Greg Presson
Senior Managing Director
Matt Spain
Senior Managing Director
Scott Ammaturo
Senior Managing Director, Head of ATM Trading
Michael Lowell
Senior Managing Director
Mayank Mamtani
Senior Managing Director, Group Head of Healthcare
Liam Burke
Managing Director
Dave Kang
Senior Research Analyst
Jeff Van Sinderen
Senior Research Analyst
Zach Cummins
Senior Research Analyst
Josh Nichols
Senior Research Analyst
Kalpit Patel
Senior Research Analyst
Yuan Zhi
Managing Director
Ryan Pfingst
Senior Research Analyst
Alexandra Shaffer
Director
Jake Reimer
Vice President
Grayson Largman
Director
Ryan Aceto
Deputy Head of Equity Capital Markets
Melissa Woodson
Managing Director
Gideon Rosenbaum
Director
Keith Pompliano
Managing Director
Kathy Innis
Director
Patrick Hanniford
Managing Director
Thomas McGlynn
Managing Director
Joe Nardini
Senior Managing Director, Head of Investment Banking
Randy Binner
Managing Director
Walker Hays, CRPS®, CPFA®
Managing Director, Investments
Amy Koch, CRPS®, CPFA®
Vice President, Investments
Alex Snyder, CRPS®
Financial Advisor
Mike McCall, RICP®
Managing Director, Investments
James Baroutas C(k)P®
Managing Director, Investments
Ryan McGehee
Daniel Lewis
Director
Dominic Riley
Vice President
Colin Welch
Vice President
Alex Wolodzko
Vice President
Sahil Kazmi
Research Analyst
Larry Kanter
Senior Managing Director
Thomas Scotti
Managing Director
Field Examination Services
Mike Kain
Hal Goetsch
Managing Director
Anna Glaessgen
Senior Research Analyst
Naved Khan
Managing Director
Michael Kapp
Senior Vice President
John Stack
Senior Managing Director
Robert Arnold
Senior Managing Director
Nick Glennon
Senior Vice President
Adriana Piltz
Rodney Crawford
Senior Managing Director
Daniel Agauas
Bill Crandall
John Zalecki
Lisa Zelinski
Cody Reinhold
Robert Winiarski
Senior Managing Director
Rachel Huduck
Senior Associate
Lance Beck
Grant Webster
Sergio Negreira, CPA, CFF, JD
Senior Managing Director
Ian Brenner
Senior Managing Director
Charlene Bergman
Managing Director & Partner
Alistair Ross
Senior Vice President & Partner
Griffin Boss
Research Analyst
Michael Devitt
Managing Director
John Massocca
Senior Research Analyst
Scott Boehler
Director
Ry Neri
Director
Drew Gamble
Director
Adam Brown
Senior Managing Director
Alijah Pecina
Business Development Consultant
William Wood
Research Analyst
Steve Bonnema
Principal Operations Officer
Tyler Chang
Lauren Randolph
Associate Director
Adam Udell
Managing Director
Lauren Marteney
Robert Mroz
Managing Director
Max Ratner
Senior Consultant
Chris Sullivan
Senior Managing Director, Co-Leader of Construction Consulting
Lisa Heard
Senior Managing Director, Co-Leader of Construction Consulting
Karen Matthews
Managing Director
Pat Pilouk
Director
Robert
Losier
Gary Lifman
SMD and President, B. Riley Farber Advisory
Allan Nackan
Senior Managing Director
Hylton Levy
Senior Managing Director
Ryan Adlington
Senior Managing Director
Richard Williams
Managing Director
Michael Shenk
Senior Managing Director
Jean-Alfred Rocourt
Associate Director
Dennis R. Rodriguez
Managing Director
Nick Giles
Senior Research Analyst
Mohamed Hashim
Associate
Andy Ackel
Managing Director
Marty O'Doherty
Partner, Private Equity and Industrial Sector
Jennifer Benjamin
Senior Managing Director
Joyce Suen
Director
Chase Perry
Managing Director
Justin Carver
Associate
Rich Bergin
Senior Managing Director
Jeffrey de Groot
Senior Associate
Thomas M. McCabe
Senior Managing Director
Business Development Officers
Ian Ratner
Chief Executive Officer, B. Riley Advisory Services
Ronald Glass
Senior Managing Director
Andy Moore
Jimmy Baker
President & Head of Capital Markets
Mike McCoy
Dawn Farrell
Perry Mandarino
Mike Crawford
Senior Managing Director, Head of the Discovery Group
Craig A. Ellis
Eric Rajewski
Dan Ondeck
Senior Managing Director & Head of East Coast Sales
Knut Grevle
Senior Managing Director & Head of Equity Trading
Alan Barbee
Senior Managing Director
Paul Dopp
Senior Managing Director
Carol L. Fox
Senior Managing Director
Kip Hamilton
Senior Managing Director
Samuel Hewitt
Senior Managing Director
J. Michael Issa
Senior Managing Director
Mark Shapiro
Senior Managing Director
Michael Spindler
Senior Managing Director
Thomas Santoro
Senior Managing Director
Wayne P. Weitz
Selin Wold
Mance Edmondson
Kara Anderson
Sarkis Sherbetchyan
Marc Wiesenberger
Richard Magnusen
Senior Research Associate
Aman Gulani
Michael McConnell
James Flajser
Stephan Ogilvie
Michael Lowell
Senior Managing Director
Michael McHugh
Human Resources
Tim Wood
Michael Biener
Aaron Goodwin
Howard Weitzman
Gordon Heidacker
Automotive Sector Group Head
Richard Peil
Senior Managing Director
Bryant Riley
Chairman
Dan Berman
Senior Managing Director
Ross Hickman
Antonio Pereira
Senior Managing Director
Brent King
Eric Lange
Senior Managing Director Strategic Growth
Adam Hurst
Austin Bandoian
Contractor
Greg Eidson
Managing Director
Tess Wolff
Todd Beresin
Senior Managing Director
Jin Wang
Joseph Pegnia
Jonathan Eargle
Director
Duane Lohn
Senior Managing Director
Bryant Riley
Co-Chief Executive Officer, B. Riley Financial
Tom Kelleher
Co-Chief Executive Officer, B. Riley Financial
Gary Olsen
Senior Managing Director
Wayne P. Weitz
Senior Managing Director
Philip Zanone
Chief Operating Officer, B. Riley Wealth
Marshall Glade
Matt Barberich
Janet Pritchard
Mark Jenkins
Steven Walker
Shevi Smith
Seth R. Freeman
Senior Managing Director
Michael Thatcher
Michael Proctor
Senior Associate
Michael Fuqua
Steve Bonnema
Corey Gooch
Jennifer Posten
Joel Murovitz
Jonathan Vukanovich
Jonathan Wernick
Phil Ahn
Chief Financial Officer & Chief Operating Officer, B. Riley Financial
Alan Forman
Executive Vice President & General Counsel, B. Riley Financial
Karyn Kalita
Kelley Gastineau
Jen Arnett
Chief Marketing Officer
Joseph Aber
Judah Dominguez
Laura Clemente
Irene Byela
Michael Markunas
Deputy General Counsel & Chief Compliance Officer
Gaston Mauvezin
Senior Managing Director
Tom Buck
Senior Managing Director
Eric Lee
Marc Spizzirri
Senior Managing Director
Wen Tan
Howard Weitzman
Chief Accounting Officer
Aaron Goodwin, CISSP, CCISO
Chief Information Security Officer
Jennifer Copeland
Tim Wood
Chief Information Officer
Nancy Feeney
Chief Human Resources Officer
Michael Biener
Deputy Chief Information Officer
Gary Chase
Co-Chief Operating Officer, B. Riley Corporate Services
Bernadette Lombardo
Susan M. Smith
Bill Hughes
Chris Meadors
Clay Busker
Craig Jacobson
Cyrus Sharp
Teresa Licamara
Todd Sims
President, B. Riley Venture Capital
Coral Hansen
David Greenblatt
William Buckley
Managing Director
Steve Gilmer
Kelly Graham
Victoria Piccirillo
Co-Chair
Dana Coffaro
Secretary
Perry Mandarino
Head of Restructuring
Craig Ellis
Director of Research
Ananth Veluppillai
Chief Operating Officer, B. Riley Principal Investments
Nick Capuano
Chief Investment Officer
Mike Crawford
Head of the Discovery Group
Dawn Farrell
Chief Administrative Officer
Mike McCoy
Chief Financial Officer
Knut Grevle
Head of Equity Trading
Dan Ondeck
Head of East Coast Sales
Eric Rajewski
Head of Institutional Sales
William E. Cook, ASA
Stephanie Tinnes
Business Accounting Supervisor
Ryan Lutz
Director
Jeffrey R. Truitt
Senior Managing Director
Benjamin Kehler
John Sordillo
Senior Managing Director
Eric Mazur
Senior Digital Investigations Consultant
Phu Nguyen
Becky Yang O'Malley
Jasdev Singh
Erik Seiersen
Brian Keith
Director, Data Analytics
Nicolas Chandler
Emily Eisenhauer Freling, CDFA
Sub-Committee Chair
Benjamin Cartoon
Associate Director
Michael Mullen
Chief Executive Officer, B. Riley Wealth
Mary Swain
Chief Financial Officer, B. Riley Wealth
Marcus Arneaud
Chief Compliance Officer & Managing Director, B. Riley Wealth
Dan Ortega
Chief Supervisory Officer, B. Riley Wealth
Eli Cattan
Kate Kelly
Chief Talent Officer
Martin J. Burke
Managing Director
Michael Del Pero
Senior Managing Director
Nishen Radia
Senior Managing Director, Head of M&A
Teri Kendall
Director
John DeSena
Co-Chief Operating Officer, Corporate Services
Becky Popoff
Director
Jaimie Barry
Vice President, Corporate Access
Thomas McGlynn
Senior Managing Director
Joseph Puliafico
Director
Joy Subsomboon
Deputy Chief Compliance Officer
John Cogan
Managing Director, Head of Control Room
Chris Munck
Managing Director
David Hill
Senior Managing Director
Timothy Paisley
Managing Director
Teri Kendall
Senior Vice President
Andy Moore
Chairman & Co-Chief Executive Officer, B. Riley Securities
Jimmy Baker
Co-Chief Executive Officer & Head of Capital Markets, B. Riley Securities
Jaimie Barry
Vice President, Corporate Access
Natalie Bend
Vice President
Igor Belov
Director
Brian Taylor
Managing Director
Chad Ritchie
Managing Director
Craig Krinbring
Managing Director
Matt Feinberg
Senior Managing Director
Ernie Dahlman
Managing Director
Michael Cavanagh
Managing Director
Chris Ankley
Managing Director
Seth Appel
Senior Managing Director
Jonathan Mitchell
Senior Managing Director
Greg Presson
Senior Managing Director
Matt Spain
Senior Managing Director
Scott Ammaturo
Senior Managing Director, Head of ATM Trading
Michael Lowell
Senior Managing Director
Mayank Mamtani
Senior Managing Director, Group Head of Healthcare
Liam Burke
Managing Director
Dave Kang
Senior Research Analyst
Jeff Van Sinderen
Senior Research Analyst
Zach Cummins
Senior Research Analyst
Josh Nichols
Senior Research Analyst
Kalpit Patel
Senior Research Analyst
Yuan Zhi
Managing Director
Ryan Pfingst
Senior Research Analyst
Alexandra Shaffer
Director
Jake Reimer
Vice President
Grayson Largman
Director
Ryan Aceto
Deputy Head of Equity Capital Markets
Melissa Woodson
Managing Director
Gideon Rosenbaum
Director
Keith Pompliano
Managing Director
Kathy Innis
Director
Patrick Hanniford
Managing Director
Thomas McGlynn
Managing Director
Joe Nardini
Senior Managing Director, Head of Investment Banking
Randy Binner
Managing Director
Walker Hays, CRPS®, CPFA®
Managing Director, Investments
Amy Koch, CRPS®, CPFA®
Vice President, Investments
Alex Snyder, CRPS®
Financial Advisor
Mike McCall, RICP®
Managing Director, Investments
James Baroutas C(k)P®
Managing Director, Investments
Ryan McGehee
Daniel Lewis
Director
Dominic Riley
Vice President
Colin Welch
Vice President
Alex Wolodzko
Vice President
Sahil Kazmi
Research Analyst
Larry Kanter
Senior Managing Director
Thomas Scotti
Managing Director
Field Examination Services
Mike Kain
Hal Goetsch
Managing Director
Anna Glaessgen
Senior Research Analyst
Naved Khan
Managing Director
Michael Kapp
Senior Vice President
John Stack
Senior Managing Director
Robert Arnold
Senior Managing Director
Nick Glennon
Senior Vice President
Adriana Piltz
Rodney Crawford
Senior Managing Director
Daniel Agauas
Bill Crandall
John Zalecki
Lisa Zelinski
Cody Reinhold
Robert Winiarski
Senior Managing Director
Rachel Huduck
Senior Associate
Lance Beck
Grant Webster
Sergio Negreira, CPA, CFF, JD
Senior Managing Director
Ian Brenner
Senior Managing Director
Charlene Bergman
Managing Director & Partner
Alistair Ross
Senior Vice President & Partner
Griffin Boss
Research Analyst
Michael Devitt
Managing Director
John Massocca
Senior Research Analyst
Scott Boehler
Director
Ry Neri
Director
Drew Gamble
Director
Adam Brown
Senior Managing Director
Alijah Pecina
Business Development Consultant
William Wood
Research Analyst
Steve Bonnema
Principal Operations Officer
Tyler Chang
Lauren Randolph
Associate Director
Adam Udell
Managing Director
Lauren Marteney
Robert Mroz
Managing Director
Max Ratner
Senior Consultant
Chris Sullivan
Senior Managing Director, Co-Leader of Construction Consulting
Lisa Heard
Senior Managing Director, Co-Leader of Construction Consulting
Karen Matthews
Managing Director
Pat Pilouk
Director
Robert
Losier
Gary Lifman
SMD and President, B. Riley Farber Advisory
Allan Nackan
Senior Managing Director
Hylton Levy
Senior Managing Director
Ryan Adlington
Senior Managing Director
Richard Williams
Managing Director
Michael Shenk
Senior Managing Director
Jean-Alfred Rocourt
Associate Director
Dennis R. Rodriguez
Managing Director
Nick Giles
Senior Research Analyst
Mohamed Hashim
Associate
Andy Ackel
Managing Director
Marty O'Doherty
Partner, Private Equity and Industrial Sector
Jennifer Benjamin
Senior Managing Director
Joyce Suen
Director
Chase Perry
Managing Director
Justin Carver
Associate
Rich Bergin
Senior Managing Director
Jeffrey de Groot
Senior Associate
Thomas M. McCabe
Senior Managing Director