Independent Valuation for Estate, Gift, and Tax Matters
The Valuation Group prepares valuation reports for estate tax filings, gift tax planning, charitable contributions, succession planning, ownership transfers, and related tax-sensitive matters involving privately held companies, professional practices, family entities, holding companies, and non-controlling ownership interests.
Our work supports attorneys, CPAs, trustees, executors, family offices, business owners, and tax advisors who need a documented, supportable conclusion of value.
Why The Valuation Group
Estate, gift, and charitable contribution valuations require documentation that can be understood by attorneys, CPAs, fiduciaries, family offices, charitable advisors, and tax authorities. The report must connect the value conclusion to the rights, restrictions, risk, and economic attributes of the interest.
The Valuation Group prepares these valuations with attention to closely held company facts, ownership-interest characteristics, discount support, and the documentation expected in tax-sensitive matters.
We prepare valuation reports for ownership interests held at death, including interests in operating companies, professional practices, family businesses, holding companies, investment entities, and entities with complex ownership or asset structures.
Our work supports estate administration, tax filing, probate-related matters, trustee review, executor documentation, and advisor analysis.
We provide valuation reports for lifetime transfers of closely held business interests, family entity interests, minority ownership interests, and other privately held assets.
These assignments may require analysis of voting rights, distribution rights, transfer restrictions, control, marketability, liquidity, entity structure, financial performance, and company-specific risk.
We prepare valuation analyses for charitable contributions of privately held business interests and other assets that require valuation support.
Our reports assist attorneys, CPAs, donors, trustees, charitable planning advisors, and other professionals who need documented valuation work product for tax-sensitive reporting and review.
Estate, gift, and charitable contribution matters frequently involve non-controlling or non-marketable interests. The Valuation Group analyzes discounts for lack of control, discounts for lack of marketability, voting and distribution rights, transfer restrictions, liquidity, entity structure, and other factors affecting the value of the specific interest.
The objective is to support the valuation conclusion with the facts, financial evidence, market data, and economic attributes applicable to the interest.
Our reports explain the methods used, the financial evidence considered, the assumptions applied, and the reasoning behind the value conclusion.
When estate, gift, charitable contribution, or tax-related value must be determined and supported, The Valuation Group provides the valuation analysis and documentation attorneys, CPAs, trustees, executors, family offices, and advisors need.
Related Valuation Issues
Estate, gift, and charitable contribution matters frequently involve additional valuation issues that may require separate analysis or supporting schedules.
Discount Analysis / DLOC & DLOM
Non-controlling and non-marketable ownership interests may require analysis of control, marketability, liquidity, transfer restrictions, voting rights, distribution rights, and other economic attributes affecting value.Tax Controversy & IRS Valuation Support
When a valuation is examined, questioned, negotiated, or challenged, The Valuation Group provides additional valuation analysis, report support, and review assistance for attorneys, CPAs, trustees, executors, and tax advisors.LET'S TALK
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