Estate Planning-Gift Tax Valuation

Maximize your wealth with estate planning valuation and gift tax valuation. We have extensive experience even in the most complex of cases.

The goal of estate planning valuation is to provide liquidity and continuity of the business. VMI consults with attorneys, Certified Public Accountants, and financial planners in developing succession plans, estate planning valuation and gift tax planning.

An estate tax planning valuation needs to be clear about the interests being valued. Discounts from net asset value must be documented. The most common discounts are for a minority interest and the lack of marketability.

In determining the fair market value of an asset for tax purposes, it is increasingly important that the valuation expert read and understand all of the relevant IRS promulgations and Tax Court cases regarding valuation. VMI has gained insight by performing business valuation projects for the IRS.

We are a qualified valuation firm that can help substantiate estate planning valuation and gift tax valuation, insuring the value determined is supportable.