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