Estate and Gift Tax Planning

Our Expertise

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?

Insights

MORE INSIGHTS

Woman smiling holding a cup of coffee with a man sitting in the background on a bench using a laptop computer.

May 20, 2020

Low values, lower tax burden: Why you should transfer your wealth now

Low asset values resulting from a down market are creating tax-savings opportunities for transferring wealth to the next generation. Here’s why you should make the most of these favorable valuation conditions and consider transferring your wealth sooner than later.

Article / 4 min read

Dealership tax reform discussed by three people at a desk

February 21, 2019

Tax reform updates and the impact on auto dealers

Article / 4 min read

Business people sitting around a table looking at a presentation.

December 14, 2018

Alert: Proposed regulations avoid potential gift/estate tax “clawback”

Article / 3 min read

Client Experience

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.