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Helpful in preparing a legal request for production of documents in a business valuation matter.
Please note- Just because we include the IRS Job Aid here does not mean we endorse or necessarily agree with everything in it. In fact, read our critique of this Job Aid: "The IRS Does Not Like Your Marketability Discount."
*Disclaimer: These items (information needs list, interview/deposition questions, seminars, etc. on this page) are generic and are not to be applied to a specific situation, and their inclusion on this site does not constitute the provision of professional valuation, legal, tax or other advice or services of any kind. Consult qualified, legal, tax and valuation advisors with experience in a specific matter. By downloading, reading or otherwise accessing any of the items on this page or any of the information on our website overall you agree to our Terms and Conditions of Use.