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Insurance Advisors, LLC

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why work with us

Helping your business become future ready.

Our valuation and litigation professionals are highly trained, nationally accredited and have over 100 years of experience.

Practice Leader(s)
Karen S. Rice, Partner, Tax Services Group

KLR works with business owners, individuals, attorneys, lenders and CPAs

to address a full range of business requirements including:

Tax Reporting

  • Estate and gift taxes
  • 409A Valuations
  • Charitable Contributions
  • S Corp Conversion
  • Family Limited Partnerships (FLP) & Limited Liability Companies (LLC)
  • Alternative Investment Valuations

Financial Reporting

  • ASC 718, formerly SFAS 123R (Stock Option Valuation)
  • ASC 815, formerly SFAS 133 (Embedded Derivatives)
  • ASC 805, formerly SFAS 141R (Purchase Price Allocation)
  • ASC 350, formerly SFAS 142 (Goodwill Impairment Testing)
  • ASC 360, formerly SFAS 144 (Long Lived Asset Impairment)
  • ASC 820, formerly SFAS 157 (Fair Value Accounting)
  • Lease Accounting:  ASC 842, formerly SFAS 117

Corporate Planning

  • Private Equity Portfolio Fund Valuations
  • Buy/Sell Agreements
  • Shareholder Buyouts
  • Mergers & Acquisitions
  • Internal Planning and Capital Raising
  • Royalty Income Calculation

Ready to talk? Connect with us today

Contact our team

Related Insights

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What Events Trigger a 409A Stock Re-Evaluation?

By Karen S. Rice

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What is a 409A Valuation and Why Does Your Business Need One?

By Karen S. Rice

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Thinking Ahead: Estate and Gift Tax Changes and Business Valuation Services

By Karen S. Rice

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