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
Andy Moore
Jimmy Baker
President & Head of Capital Markets
Wayne P. Weitz
Human Resources
Tim Wood
Michael Biener
Aaron Goodwin
Howard Weitzman
Gordon Heidacker
Automotive Sector Group Head
Ross Hickman
Tess Wolff
Bryant Riley
Co-Chief Executive Officer, B. Riley Financial
Tom Kelleher
Co-Chief Executive Officer, B. Riley Financial
Philip Zanone
Chief Operating Officer, B. Riley Wealth
Janet Pritchard
Mark Jenkins
Steven Walker
Shevi Smith
Steve Bonnema
Jonathan Vukanovich
Alan Forman
Executive Vice President & General Counsel, B. Riley Financial
Wen Tan
Howard Weitzman
Chief Accounting Officer
Aaron Goodwin, CISSP, CCISO
Chief Information Security Officer
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
Chris Meadors
Cyrus Sharp
Teresa Licamara
Todd Sims
President, B. Riley Venture Capital
William Buckley
Managing Director
Kelly Graham
Victoria Piccirillo
Co-Chair
Dana Coffaro
Secretary
Ananth Veluppillai
Chief Executive Officer, B. Riley Telecom Practice
Nick Capuano
Chief Investment Officer
Stephanie Tinnes
Business Accounting Supervisor
Ryan Lutz
Director
Phu Nguyen
Emily Eisenhauer Freling, CDFA
Sub-Committee Chair
Michael Mullen
Chief Executive Officer, B. Riley Wealth
Mary Swain
Chief Financial Officer, B. Riley Wealth
Dan Ortega
Chief Compliance Officer, B. Riley Wealth
Kate Kelly
Chief Talent Officer
Martin J. Burke
Managing Director
Michael Del Pero
Senior Managing Director
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
John Cogan
Managing Director, Head of Control Room
Chris Munck
Managing Director
David Hill
Senior Managing Director
Timothy Paisley
Managing Director
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
Ernie Dahlman
Managing Director
Michael Cavanagh
Managing Director
Chris Ankley
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
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
Keith Pompliano
Managing Director
Kathy Innis
Director
Patrick Hanniford
Managing Director
Thomas McGlynn
Managing Director
Joe Nardini
Senior Managing Director, Head of Investment Banking
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
Thomas Scotti
Managing Director
Field Examination Services
Hal Goetsch
Managing Director
Anna Glaessgen
Senior Research Analyst
Naved Khan
Managing Director
Michael Kapp
Senior Vice President
John Stack
Senior Managing Director
Nick Glennon
Senior Vice President
Rachel Huduck
Senior Associate
Ian Brenner
Senior Managing Director
Charlene Bergman
Managing Director & Partner
Griffin Boss
Research Analyst
Michael Devitt
Managing Director
John Massocca
Senior Research Analyst
Scott Boehler
Contractor
Ry Neri
Director
Drew Gamble
Director
William Wood
Research Analyst
Steve Bonnema
Principal Operations Officer
Tyler Chang
Lauren Marteney
Robert Mroz
Managing Director
Max Ratner
Senior Consultant
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
Jean-Alfred Rocourt
Associate Director
Dennis R. Rodriguez
Managing Director
Mohamed Hashim
Associate
Marty O'Doherty
Partner, Private Equity and Industrial Sector
Joyce Suen
Director
Chase Perry
Managing Director
Justin Carver
Associate
Jeffrey de Groot
Senior Associate
Samuel Wimpfheimer
Associate
Dr. Robert MacKay
Director
Sean Pattison
Managing Director
Scott Yessner
Executive Vice President & Chief Financial Officer, B. Riley Financial
Prit Patel
Associate
Business Development Officers
Andy Moore
Jimmy Baker
President & Head of Capital Markets
Wayne P. Weitz
Human Resources
Tim Wood
Michael Biener
Aaron Goodwin
Howard Weitzman
Gordon Heidacker
Automotive Sector Group Head
Ross Hickman
Tess Wolff
Bryant Riley
Co-Chief Executive Officer, B. Riley Financial
Tom Kelleher
Co-Chief Executive Officer, B. Riley Financial
Philip Zanone
Chief Operating Officer, B. Riley Wealth
Janet Pritchard
Mark Jenkins
Steven Walker
Shevi Smith
Steve Bonnema
Jonathan Vukanovich
Alan Forman
Executive Vice President & General Counsel, B. Riley Financial
Wen Tan
Howard Weitzman
Chief Accounting Officer
Aaron Goodwin, CISSP, CCISO
Chief Information Security Officer
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
Chris Meadors
Cyrus Sharp
Teresa Licamara
Todd Sims
President, B. Riley Venture Capital
William Buckley
Managing Director
Kelly Graham
Victoria Piccirillo
Co-Chair
Dana Coffaro
Secretary
Ananth Veluppillai
Chief Executive Officer, B. Riley Telecom Practice
Nick Capuano
Chief Investment Officer
Stephanie Tinnes
Business Accounting Supervisor
Ryan Lutz
Director
Phu Nguyen
Emily Eisenhauer Freling, CDFA
Sub-Committee Chair
Michael Mullen
Chief Executive Officer, B. Riley Wealth
Mary Swain
Chief Financial Officer, B. Riley Wealth
Dan Ortega
Chief Compliance Officer, B. Riley Wealth
Kate Kelly
Chief Talent Officer
Martin J. Burke
Managing Director
Michael Del Pero
Senior Managing Director
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
John Cogan
Managing Director, Head of Control Room
Chris Munck
Managing Director
David Hill
Senior Managing Director
Timothy Paisley
Managing Director
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
Ernie Dahlman
Managing Director
Michael Cavanagh
Managing Director
Chris Ankley
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
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
Keith Pompliano
Managing Director
Kathy Innis
Director
Patrick Hanniford
Managing Director
Thomas McGlynn
Managing Director
Joe Nardini
Senior Managing Director, Head of Investment Banking
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
Thomas Scotti
Managing Director
Field Examination Services
Hal Goetsch
Managing Director
Anna Glaessgen
Senior Research Analyst
Naved Khan
Managing Director
Michael Kapp
Senior Vice President
John Stack
Senior Managing Director
Nick Glennon
Senior Vice President
Rachel Huduck
Senior Associate
Ian Brenner
Senior Managing Director
Charlene Bergman
Managing Director & Partner
Griffin Boss
Research Analyst
Michael Devitt
Managing Director
John Massocca
Senior Research Analyst
Scott Boehler
Contractor
Ry Neri
Director
Drew Gamble
Director
William Wood
Research Analyst
Steve Bonnema
Principal Operations Officer
Tyler Chang
Lauren Marteney
Robert Mroz
Managing Director
Max Ratner
Senior Consultant
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
Jean-Alfred Rocourt
Associate Director
Dennis R. Rodriguez
Managing Director
Mohamed Hashim
Associate
Marty O'Doherty
Partner, Private Equity and Industrial Sector
Joyce Suen
Director
Chase Perry
Managing Director
Justin Carver
Associate
Jeffrey de Groot
Senior Associate
Samuel Wimpfheimer
Associate
Dr. Robert MacKay
Director
Sean Pattison
Managing Director
Scott Yessner
Executive Vice President & Chief Financial Officer, B. Riley Financial
Prit Patel
Associate