Daniel K. Tonga

Role
Gift and Estate Tax Valuations at Carta
Location
Saratoga Springs, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daniel K. Tonga

Carta\'s mission is to create more owners by providing solutions to founders, operators…

Experience

  1. Gift and Estate Tax Valuations

    Carta

    Oct 2021 — Present

    I lead sales, delivery, strategy, customer support, and operations for Carta’s gift and estate tax valuation practice. We provide qualified appraisals for standard gifting, estate planning, and charitable contribution purposes for various entity structures including venture-backed C-Corporations, LLCs, venture fund limited partnerships and general partner entities, holding companies, etc. From time to time I am also involved with new valuation products and services at Carta. Some of our services include financial reporting valuations (convertible notes, SAFEs, warrants, etc.), earnout valuations for SPACs, QSBS assessments, and general business enterprise valuations (fundraising, M&A, etc.). If you are interested in our valuation services, get in touch with me at d••••••••@carta.com or v••••••••@carta.com

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Daniel K. Tonga — Gift and Estate Tax Valuations at Carta in Saratoga Springs, UT, US | Unifers