Our team of gift and estate tax experts specializes in conducting business appraisals, a key facet of our valuation services. With 15 years of experience in the field, our understanding of our clients’ needs and our ability to provide tailor-made solutions truly stands out.

As outlined by the IRS, when a person inherits assets from a decedent or receives a gift, estate or gift tax consideration must be taken into account. Estate tax is a federal tax on the transfer of the estate of a deceased individual. This tax involves an accounting of everything an individual owns or has certain interests in at the date of death. Accordingly, a valuation of holdings and securities, including intangible assets and companies held, is necessary.

With over 15 years of experience, our experts offer highly professional valuations and consulting services to address the best solution for our clients’ needs.