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Estate & Gift Tax Planning

Plante Moran
For estate and gift tax planning, it's never too early to establish a proper ownership succession plan. To begin this process, we can help you answer the most important question: What’s your business really worth?

Our Team

We've prepared hundreds of valuation reports in support of IRS estate and gift tax reporting requirements. We're committed to helping organizations achieve successful management/ownership transition by providing independent valuation services.