The Firm is a member of the National Association of Certified Valuation Analysists (NACVA). As such, we provide business valuation services in a variety of areas as follows:

• Gift and Estate Planning
• Exit Planning and Succession
• Purchase and Sale of Businesses
• Marital Disputes
• Partner and Stockholder Actions

As members of NACVA and the AICPA, the Firm adheres to standardized practices as outlined in the codes of standardized procedures.

In the Estate and Trust arena, Caliri, Mancini & Barbieri, PC works with you and your attorney to prepare a comprehensive estate plan. By anticipating possible tax ramifications and the consequences of various estate planning strategies, we will develop a plan that minimizes potential tax liabilities for your beneficiaries.

In addition, we can assist in the probate and estate closing process in reviewing and preparing estate tax returns.

These issues require compliance with Rule 55-60 as promulgated by the Internal Revenue Code.