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Estate and gift tax valuations

Estate and gift tax valuations

Our estate and gift tax valuation team provides valuations of interests in closely held businesses or other securities, discount studies for partnerships or other estate planning vehicles, and consulting services in preparation for gifting securities, charitable donations, buy/sell agreements, or estate planning. Our reputation is the result of thorough analysis, documented studies, and extreme concern taken to properly document the analysis behind our opinions.

It is the burden of the taxpayer to support the values utilized for estate and gift tax returns. Values transferred must be at fair market value as defined by the Internal Revenue Service. Our qualified appraisals render a fair market value opinion that meets all of the IRS standards including Revenue Ruling 59-60.