Estate & Gift Valuations

Understanding and Managing Estate & Gift Valuations

You’ve worked hard to make sure your business thrives—in turn providing for yourself and your family. Proper planning and execution are critical to allow your business assets to end up in the hands of your chosen heirs and to avoid or defer tax for the benefit of future generations. Knowing the value of your business, or your share of it, is the crucial first step.

Valuation Insight

Bringing clarity to the forefront, we understand how to approach the factors that impact the value of your business, creating a well-supported valuation. Our valuation professionals have performed thousands of valuations for business owners and their advisors.

Working with you and your advisors, we provide valuation information that helps you make informed decisions regarding your financial interests, while complying with IRS reporting requirements. In the event of an IRS challenge, we have experience with IRS negotiations, including IRS appeals and the U.S. Tax Court.

Spectrum of Assets 

Our estate and gift valuations have included these assets:

  • Minority and controlling interests in corporations, partnerships, and limited liability companies
  • Promissory notes in connection with estates, gifts, sales, and exchanges in grantor retained annuity trusts
  • Fractional interests in promissory notes and real estate
  • Real estate
  • Stock options
  • Intellectual property

For a more complete list of our valuations services, visit our main valuations page.

Insights


Alert
Tax reform may significantly affect tax strategies for estate planning. We look at key provisions—and opportunities—in our Alert.

Primary Contacts