Publications
Welcome to the Marshall & Stevens Publication Library. To narrow the results, please select a filter or utilize the search function on the left. All files are in PDF format and available to the public for sharing in their original format.
Publications files
- Data Centers Service Sheet
- Data Centers White Paper
- Case Study – Gift and Estate Tax
- Estate Planning White Paper
- Secondary Investment by Simon Koo
- Receivers and Receivership
- Estate Tax and Wealth Transfer
- Bankruptcy, Reorganizations, & Restructuring Consulting
- Equity and Debt Investment
- Fraud and Forensic Accounting Services
- Divorce Services
- Wealth Preservation & Valuation
- Dispute Resolution & Litigation Support Services
- Portfolio Valuations
- Intangible Asset Valuation
- Insurance Valuations
- Wealth Transfer Before the Cliff
- Water Sourcing Service Sheet
- Gifting Real Estate 2023
- 2022 Year In Review PDF
- Real Estate Net Lease Valuation Service Sheet
- Real Estate Service Sheet
- Atlantix Partners and Marshall & Stevens: Strategic Partnership
- Renewable Energy Facility Repowering
- SPAC Valuations Service Sheet
- Financial Reporting Valuation
- Equity Compensation IRC 409A
- Marshall & Stevens 2021 Year In Review
- Transparency, Independence, Fairness Opinions and the SEC
- Cost Segregation Service Sheet
- SPAC = Public Company = Public Scrutiny
- Fairness Opinion Service Sheet
- Solvency Opinions Service Sheet
- Marshall & Stevens Solvency Opinions Guide
- Purchase Price Allocation – FASB ASC 805 and IFRS 3
- Real Estate Allocations – Financial and Tax Reporting
- Machinery & Equipment Equipment Finance
- MS Capital Investment Banking Service Sheet
- Cost Segregation and Estate Tax Reporting – Tax Reduction for Heirs!
- Healthcare Valuation Service Sheet
- Energy & Infrastructure Service Sheet
- Structured Finance Service Sheet
- Tax Strategy And Valuation
- Business Valuation Service Sheet
- Cannabis Business Combination Valuations by Jamie Sieman, ASA, Principal
- Marshall & Stevens 2020 Year In Review
- Triggering Events and Impairment Testing: ASC 350 & 360 – Financial Reporting Insight
- Cost Segregation – Potential Benefits
- Cost Segregation Case Study – Multifamily Portfolios
- No Shortcuts Allowed – Cost Segregation
- Is There A Pot Of Gold Hidden In Your Walls
- Fairness Opinion Guide
- Fresh Start Accounting Article – Jamie Sieman
- Interim Impairment Testing – Financial Reporting Insight
- Overview Of Tampa Office
- Overview Of New York Office
- Overview Of Chicago Office
- Overview Of Los Angeles Office