VALUATION NEED
Explore estate or gift planning valuation firms
Estate and gift assignments are fact-specific tax matters that should be coordinated with qualified legal and tax advisers.
When it may be relevant
- — Planning or reporting a transfer of a business interest
- — Establishing value as of a specified date
- — Documenting ownership rights and restrictions
What to ask a provider
- — What estate or gift engagement experience is relevant?
- — How will ownership rights, restrictions and prior transactions be analyzed?
- — How will the work coordinate with counsel and the tax preparer?
What remains engagement-specific
- — The filing and valuation date
- — The transferred interest and applicable rights
- — Documentation expected by the advisers preparing the filing
Educational information only. Requirements vary by engagement and intended user; confirm them with the relevant lender, regulator, court, tax adviser, counsel or other relying party.
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