Tax & Estate Planning Valuations
Satisfy IRS requirements for estate tax, gift tax, charitable contributions, and business interest transfers with a certified, independent valuation.
Valuations That Stand Up to IRS Scrutiny
When business interests are transferred — whether through gifting, inheritance, charitable donation, or estate settlement — the IRS requires a qualified, independent appraisal to establish fair market value. An inaccurate or unsupported valuation can trigger audits, penalties, and significant tax liability.
Our certified appraisers deliver comprehensive valuation reports that meet IRS standards for estate and gift tax purposes. Whether you are working with an estate planning attorney, CPA, or financial advisor, our reports provide the defensible foundation your tax strategy requires.
Who Needs This Valuation?
- Business owners gifting company shares to family members
- Estates with closely-held business interests requiring probate valuation
- Individuals donating business interests to charitable organizations
- Families implementing generational wealth transfer strategies
- CPAs and estate attorneys preparing gift tax returns (Form 709) or estate tax returns (Form 706)
- Trustees managing trusts that hold business interests
What's Included in Your Report
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Frequently Asked Questions
Which IRS forms require a business valuation?
Common forms include Form 706 (estate tax return), Form 709 (gift tax return), and Form 8283 (noncash charitable contributions over $5,000). Each requires a qualified appraisal when business interests are involved.
What discounts are applied in estate and gift valuations?
Common valuation discounts include the Discount for Lack of Marketability (DLOM) for shares that cannot be easily sold on a public market, and the Minority Interest Discount for ownership stakes that do not confer control. Our reports include full discount analysis where applicable.
How does a valuation help reduce estate taxes?
A professional valuation can identify and apply appropriate valuation discounts, potentially reducing the taxable value of business interests. This can significantly lower estate and gift tax liability while providing a defensible basis if the IRS reviews the return.
Protect Your Estate Plan with a Defensible Valuation
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