Key Updates Founders Should Know About QSBS in 2025
New QSBS rules under the One Big Beautiful Bill Act expand eligibility, raise exclusion caps, and shorten holding periods. Learn what founders need to know in 2025 and how Redwood can help document eligibility through defensible valuation.
There’s Been a Major Update to QSBS and Here’s How Founders Can Benefit
New 2025 QSBS rules mean more founders can save millions in taxes. See what changed and how Redwood can help document eligibility through your 409A valuation or as a standalone engagement.
What Triggers a Goodwill Impairment Test? A Practical Guide for CFOs and Controllers
Discover the key triggers for goodwill impairment testing under ASC 350. Learn how CFOs and controllers can spot issues early, meet compliance, and avoid audit risk.
Why Fund Managers Should Reconsider Their Valuation Approach in Today’s Market
A changing market requires a recalibrated approach. With fewer financing rounds, increased audit scrutiny, and longer hold periods, fund managers can no longer rely solely on last-round pricing. Here’s why robust third-party valuations are more essential than ever for financial reporting.
Washington State’s New Estate Tax Law Effective July 2025: Key Provisions and Implications
Learn how Washington’s new estate tax law—effective July 2025—raises the exclusion threshold, increases top tax rates to 35%, and expands deductions for family businesses and farms. A must-read for estate planners, attorneys, and high-net-worth individuals navigating the changing landscape.
Intellectual Property Valuation: Methods and Approaches for Strategic Decision-Making
Understand IP valuation methods, when valuations are required, and how to ensure audit-defensible results in M&A, tax, and strategic planning contexts.
Estate vs. Gift Tax: What Advisors Need to Know About Valuation, Strategy, and Compliance
Estate and gift taxes may share an exemption, but they differ in timing, reporting, and strategy. This guide breaks down the key distinctions and explains why accurate valuation is essential for compliance and audit readiness.
Valuing Illiquid and Pre-Launch Tokens: A Guide for Law Firms and Their Clients
Learn how law firms can protect clients launching crypto tokens from costly tax exposure and regulatory missteps. This guide breaks down pre-launch token valuation, 83(b) elections, IRS/SEC compliance, and Redwood’s defensible methods.
Step-Up in Basis Rules: What Really Happens When a Partner Dies and Why Valuation Matters
Step-up in basis plays a key role in effective estate planning, but in partnerships, it can get complicated fast. Learn what impacts step up, why valuation matters, and what valuation professionals and advisors need to know.
Trust Modifications: How They Impact Business Valuation and Tax Planning
Trust modifications are on the rise, but changes to irrevocable trusts can impact business valuations and trigger tax exposure. Learn how tools like NJSAs and decanting affect fair market value and how to protect your strategy.
Will the IRS Have Less Power? Understanding the Supreme Court’s Anti-Regulatory Shift
Explore how recent Supreme Court rulings may limit IRS authority and what estate planners, tax attorneys, and valuation professionals need to know to stay compliant.
Purpose Trusts: The Future of Business Succession Planning?
Explore how purpose trusts are reshaping succession planning and the valuation challenges advisors must navigate to support mission-driven ownership.
How the Connelly Decision Is Reshaping Business Valuations
The Connelly ruling redefines how life insurance affects valuation. Learn what it means for buy-sell agreements, estate planning, and business owners.
Estate Planning and Valuation Shifts You Can’t Ignore
Discover the latest shifts in estate planning and valuation in this overview from the 59th Heckerling Insitute conference. Learn how legal rulings, trust structures, and new tax laws are reshaping strategies for business owners, trustees, and advisors.
How to Navigate Portfolio Company Valuation Like a Pro
Navigating ASC 820 and ASC 946 can be complex—but ensuring portfolio company valuations are accurate and defensible doesn’t have to be. Discover the biggest pain points and how outsourcing to the experts strengthens valuation credibility, streamlines audits, and builds trust with auditors, investors, and stakeholders.
How a Valuation Expert Helped Resolve a High-Stakes Shareholder Buyout Dispute
Learn how a strategic valuation expert from Redwood helped resolve a shareholder buyout dispute in this case study. Discover the critical role of expert valuation, negotiation, and third-party mediation in achieving a fair buyout dispute.
Navigating Gift and Estate Tax Planning Amid Post-Election Uncertainty
Navigate the uncertainty of gift and estate tax changes with strategic planning. Learn how high-net-worth individuals can maximize tax advantages before exclusions drop in 2025.
Beyond the Exit: How Continuation Vehicles Are Changing Private Equity
Discover how continuation vehicles (CVs) are reshaping private equity, offering liquidity and growth for GPs and LPs. Learn why independent valuations from experts like Redwood ensure fairness, transparency, and regulatory compliance in high-stakes CV transactions.
Convertible Notes: Best Practices and Trends for Today's Valuation Experts
Learn how valuation professionals navigate the complexities of convertible notes in early-stage financing, from managing evolving accounting standards to best practices and market trends for accurate assessments.