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

Client Experience

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.