Our firm provides expert services in gift, tax, and probate business appraisals. Our team is comprised of highly qualified and experienced professionals who are dedicated to delivering accurate and reliable valuation opinions that adhere to the highest industry standards, including IRS Revenue Ruling 59-60.

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As members of the National Association of Certified Valuators and Analysts (NACVA) and the American Institute of Certified Public Accountants (AICPA), we adhere to the highest professional standards and practices.

 

We use the most up-to-date valuation techniques and methodologies, including the income, market, and asset approaches, to provide accurate and reliable valuations.

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In gift and estate tax valuations, we take into consideration the provisions of the Internal Revenue Code and the applicable Treasury Regulations. We also consider the specific facts and circumstances of each case, including any relevant market data, financial information, and industry trends.

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In probate valuations, we understand the importance of determining the fair market value of an estate's assets as of the date of the decedent's death. We use the appropriate valuation methods and techniques to ensure that our opinions are accurate and reliable.

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We also have extensive experience in applying discounts for lack of marketability and lack of control. These discounts are important considerations in valuing closely held businesses, and we use the appropriate methodologies to determine the appropriate discount rates. We adhere to the guidelines set forth by the NACVA and AICPA in determining these discounts, and we ensure that our valuations are defensible and supportable.

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