Tax Purpose Valuations
Comply with IRS Requirements when Gifting Private Company Shares or Business Assets.
We provide valuation services for federal estate and gift tax purposes. Federal taxes are assessed against certain types of gifts and estate transfers, based upon Internal Revenue Service standards. Values transferred must be at fair market value as defined by the Internal Revenue Service according to Revenue Ruling 59-60.
Our work product stands up to IRS requirements and considers applicable tax court cases, related revenue rulings and IRS Code sections, including IRC 2701 and 2702. Since it is the burden of the tax payer to support the values utilized for estate and gift tax returns, we provide a valuation work product that is defensible, objective and well researched.