It is the burden of the taxpayer to support the values utilized for estate and gift tax returns. Values transferred must be at “Fair Market Value” as defined by the Internal Revenue Service. Our reports render a fair market value opinion that meets all of the IRS standards including Revenue Ruling 59-60. Our valuation reports are also prepared in accordance with the highest professional standards including the Statement on Standards for Valuation Services (AICPA), as well as the Uniform Standards of Professional Appraisal Practice (The Appraisal Foundation).

Through research, continuing education, and by maintaining active roles in the various professional valuation and estate tax organizations, our valuation experts are knowledgeable about the most recent applicable tax court cases, legislation, related revenue rulings, and IRS Code sections. Our professionals possess an in-depth knowledge of all proven and accepted valuation approaches and methodologies. They provide objective analysis that is supportable and defendable, based on the latest market data and valuation industry guidelines.