• Our values and reports are attached to estate tax (Form 706) and gift tax (Form 709) returns in support of establishing basis in the hands of heirs and general succession planning.
• Our values and reports are also attached to income tax returns to reflect the sales of interests; in addition, we have prepared numerous appraisals used in support of charitable contributions of nonmarketable assets (Form 8283 – Noncash Charitable Contributions).
• Through counsel, clients seeking asset protection retain us to prepare values in connection with transfers to irrevocable trusts.
• We have valued “frozen” securities in private entities, including standard and balloon preference interests and preferred stock.
• We have prepared S election, built-in gain valuations for companies in all types of industries.

Our qualified appraisals of closely held business interests are prepared in adherence to IRS Revenue Ruling 59-60 and other relevant guidance

• We have assisted attorneys and accountants by defending our appraisals in meetings with Internal Revenue Service agents and appeals officers.
• What’s more, our thorough and reliable appraisal reports can keep you from ever having to undergo the rigors of a very public tax-related trial.