Aug 21, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
Understanding gift and estate business valuations helps business owners plan for the future. Whether you are passing a company to family or preparing for unexpected events, knowing the business’s worth is essential. A business valuation supports long-term goals and...
Aug 15, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
Administering an estate involves a series of critical legal and financial responsibilities, many of which have deadlines. One of the most important steps in estate planning is to obtain an estate tax valuation. This is especially important in estates with considerable...
Aug 7, 2025 | Business Valuation, Estate Planning, Gift & Estate Tax Valuation, 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 & Estate Tax Valuation, 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 & Estate Tax Valuation, 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...
