Founded in 1969, Willamette Management Associates, a Citizens company provides valuation analyses, damages and other forensic analyses, and transactional opinions. We provide these services in matters related to taxation, transactions, and litigation. Our clients range from substantial private companies to Fortune 500 multinational corporations and include the legal community, family offices, financial advisors, and government and regulatory agencies.
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Perspectives & Announcements
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April 2024 Perspectives
Editors for this issue: Nathan P. Novak and Timothy J. Meinhart
- Control Considerations in the Valuation of a 50 Percent Ownership Interest
- The Expatriation Tax: How to Present Assets to the IRS When You Say Goodbye to the United States
- The Valuation of Controlling Ownership Interests in the Context of Gift Tax Planning
January 2024 Perspectives
Editors for this issue: Justin M. Nielsen and Lisa H. Tran
- The Applicability of Discounts for Lack of Marketability on Controlling Ownership Interests
- Higher Interest Rates and Tax Exemptions May Maximize Benefits in Gift and Estate Tax Planning
- Key Person Considerations When Valuing Private Companies in a Gift and Estate Tax Context
October 2023 Perspectives
Editor for this issue: Weston C. Kirk
- Preferred Equity in a Rising Interest Rate Environment
- Considerations for Valuing the Stadium Seat Licenses of Sports Teams for Estate Tax Purposes
- Convertible Bonds as a Component of a Company’s Capital Structure
Willamette Management Associates, a Citizens company Announces Promotions