Business Valuation California | Business Evaluation in California | Corporate Valuation
Gift & Estate Valuation Reports
USPAP-Compliant IRS Valuation Reports for Estate and Gift Tax Filings
IRS Compliance Matters — Avoid Costly Rejections
IRS scrutiny is increasing, and non-compliant valuations can be challenged, rejected, and lead to significant penalties. Even minor technical errors can result in costly revaluations and delays. Our expert team ensures that every 706 & 709 valuation meets the highest professional and regulatory standards, protecting your wealth transfer strategies from unnecessary risk.
Gift Tax (Form 709) & Estate Tax (Form 706) Valuations
Our Full Opinion Reports meet rigorous IRS reporting requirements while clearly documenting our analysis and conclusions. These comprehensive reports provide thorough support for gift tax returns and estate tax filings, carefully considering all relevant factors affecting business value and applying appropriate valuation methodologies.
Total Company & Minority Interest Valuations
Our valuation services provide comprehensive analyses of both total business enterprise value and fractional ownership interests, adhering to IRS Revenue Ruling 59-60 and subsequent guidelines.
Property Holding Companies Discount Studies
We provide detailed analyses supporting discount conclusions for minority and controlling interests in property holding companies. Our discount studies incorporate multiple approaches, including studies on lack of control and discounts for lack of marketability supported by both qualitative and quantitative methods.
Estate Planning Services
For clients in the early stages of estate planning, we offer preliminary value estimates that help inform gifting strategies and wealth transfer decisions. These assessments provide initial guidance while maintaining the flexibility to upgrade to a Full Opinion Report when needed. Fees from preliminary estimates can be credited toward subsequent formal valuations.
