Gift and Estate Tax Valuation
Business ownership interests must be valued when transferred as a gift or as part of an estate. A comprehensive and supportable valuation is necessary to address potential IRS challenges.
Brookline Valuation Services’ credentialed and experienced valuation consultants are accredited and certified by organizations recognized by the IRS and we prepare supportable analysis using accepted valuation methodology. We adhere to the Uniform Standards of Professional Appraisal Practice (USPAP) as promulgated by The Appraisal Foundation. Finally, we work diligently with you to ensure that we understand all pertinent facts and circumstances before we arrive at our conclusion of value.
We work with CPAs, attorneys, wealth managers and other financial planning professionals to provide well documented and supportable valuation analysis.
- Estate Planning
- Gift and Estate Tax Reporting
- Family Limited Partnerships
- Succession Planning
- Charitable Contributions