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FMV is one of the nation’s preeminent firms offering a broad range of financial advisory services to private and public companies, and their advisors.

For over two decades, the firm has served its clients by providing intricate and highly specialized financial opinions, property appraisals, complex litigation support, tax and business valuations, as well as investment banking services focused on mergers, acquisitions and divestitures.

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News and Events

Oct 5 National FMV Webinar – “The New §2704 Regs.: What part of ‘Fair’ Market Value does the IRS not Understand?” – Lance Hall
Oct 14 FMV Alert – Palmer Ranch Decided on Remand (Palmer Ranch Holdings Ltd. et al v. Commissioner)
Oct 16-19 Charleston, SC – Sponsor: ACTEC Fall Meeting
Oct 19-21 San Diego – Sponsor: Southern California Tax & Estate Planning Forum
Oct 20 Saddle Brook, NJ – Sponsor: Estate Planning Council of Bergen County Estate Planners Day
Oct 27 FMV Alert – Having Your Cake and Eating it Too – Not! (Partita Partners LLC v. U.S.)
Nov 2 FMV Alert – FMV Comments on … Proposed Changes to §2704
Nov 7-10 Honolulu, HI – Sponsor/Presenter: Hawaii Tax Institute Annual Conference – Lance Hall
Nov 15 San Diego, CA – Presentation: New York University Tax Institute …“Valuation Issues in Corporate M&A”– Lance Hall
Jan 9-13 Orlando, FL – Sponsor: Annual Heckerling Institute on Estate Planning
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