Our estate & 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 taxpayer's burden to support the values utilized for estate & 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.
Our experienced team has delivered hundreds of USPAP compliant Estate & Gift Tax reports to our clients.