Valuation
Estate & Gift Tax Valuation
Valuation support for estate and gift tax planning and filing purposes.
Overview
Estate and gift tax valuations determine the value of a business interest or asset transferred as part of estate planning, gifting strategies, or related filings.
These engagements typically require a well-documented, methodology-driven report capable of supporting the position taken in a filing.
This is valuation support, not legal or tax advice. Clients should work with their attorney or tax advisor on the filing itself.
When This Applies
- Gifting of business interests as part of an estate plan
- Estate tax filings involving closely-held business interests
- Trust funding and related transfers
Typically Includes
- Valuation of the specific interest being transferred
- Consideration of applicable discounts where relevant to the interest held
- A written report suitable to support the associated filing
Discuss This Engagement