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Estate Planning & Administration

Estate Planning and Estate Tax Administration

Many of our business valuations/appraisals are used for estate planning and estate tax administration. These valuation reports are generally used to assist business owners and their advisors in filing gift and estate tax returns. With significant experience providing valuations for estate planning and administration, we have a thorough understanding of the regulatory environment and specific issues associated with these types of valuations.

When a business owner transfers a fractional business interest to a trust or to a family member, our valuation of the transferred interest is an essential part of the transaction. Business owners and their advisors rely on our valuation opinions to complete these transactions and to be compliant with IRS regulations. Throughout this process, we work diligently with business owners and their advisors (e.g. attorneys, accountants, consultants, wealth advisors, etc.) to ensure our valuation results are acceptable to the business owners, to their advisors, and to the IRS. We are often contacted directly by the advisors of business owners to perform valuations for estate planning and administration.

Our Estate Planning Services

There is no business or estate that is too big or too complex for our level of valuation expertise. For estate planning and administration, we appraise a wide variety of business interests, including but not limited to the following:

  • Limited Partnership Interests
  • Interests in Closely Held Operating and Holding Companies
  • Minority, Controlling, Voting, and Non-Voting Interests
  • General Partnership Interests
  • Interests in Real Estate Holding Companies
  • Interests in Pass-through Entities
  • Interests in Limited Liability Companies


View all Tax Insights

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