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Arthur Marshall

In these times of rapidly changing estate tax laws, it is still advantageous for people of significant or even moderate means to consider gifting as part of their overall estate planning.

Valuations for estate and gift tax purposes are closely scrutinized by the IRS, so it is wise to seek expert professionals for guidance.

BerryDunn's Valuation Services team has decades of experience preparing gift and estate valuations, and a favorable success rate in defending them before both IRS and state examiners. Our valuation reports meet IRS disclosure requirements to start the statute of limitations on gifts.