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Estate and Gift Tax Planning
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?
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.
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.