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Gain insightGift and estate valuations

Gifting: A vital consideration for effective estate planning

The IRS closely scrutinizes valuations for estate and gift tax purposes. The impact of contested valuations can be significant, and undervalued assets may be subjected to tax penalties. Penalties are less likely when an independent, third-party appraiser performs a good faith valuation. In both gifting and estate planning or administration, the goal is to efficiently transfer assets. A properly prepared valuation can help accomplish this goal. 

BerryDunn’s Valuation Services team has decades of experience in the preparation of gift and estate valuations. Our experts have earned a reputation for successfully defending valuations before both the IRS and state examiners. Our valuation reports meet IRS disclosure requirements to start the statute of limitations on gifts. 

To learn more, please contact our business valuation specialists.

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