Valuation Services

Estate and Gift Taxation Planning

Determining the appropriate vehicle for your estate and gift tax planning requires an understanding of the value of all of your assets.  Our valuation professionals can value any of the following assets to give you a starting point that you can use with your legal and financial advisors.

• Closely-held securities
• Business assets
• Machinery and equipment

Expertise in estate planning entities including Family Limited Partnerships (FLP), S-Corporations, GRATs, CRUTs, Trusts, where real estate may be a primary asset.

Minority Discounts

We can determine the appropriate discounts for lack of control and marketability.  Our valuation professionals use a sophisticated assessment to analyze and determine the appropriate, defensible discounts; which are extremely important for gift and estate tax purposes. 

Click here for a white paper on Minority Discounts: Defend Them or Lose Them.

Charitable Gifts

Non-cash charitable donation appraisals compliance with IRS Form 8283. 

Charitable gifts of $5,000 or more require a valuation.  We provide valuations that are qualified under the IRS regulations for both businesses and machinery for charitable gifts.

Expert Testimony available for all of the above situations.