Aug 7, 2025 | Business Valuation, Estate Planning, Gift and Estate Tax, valuation discounts
Are you interested in learning about valuation discounts for estate planning? Transferring a business is a common part of planning for an estate. But did you know you may not have to transfer it at full value? Many business owners qualify for valuation discounts for...
Jun 20, 2025 | Business Valuation, Estate Planning, Gift and Estate Tax
Gift and estate planning is essential to secure your assets with minimal tax burden. Proper gift and estate planning also ensures the efficient transfer of assets to any beneficiaries. One of the most important steps during this process is conducting a business...
Jun 1, 2025 | Business Valuation, Gift and Estate Tax, tax planning
A business valuation for gift and estate tax purposes is key for preparing a transfer of ownership. While conducting a gift and estate tax valuation, a qualified business appraiser focuses on identifying the business’s fair market value. Fair market value...
