Gift and Estate Tax Valuation

Business interests must be valued when transferred as a gift or as part of an estate. A professionally prepared, well documented, and supportable valuation is necessary to minimize IRS challenges. Financial Valuation Services' qualified, experienced valuation professionals are accredited by organizations recognized by the IRS and provide supportable analysis utilizing accepted valuation methodology.

We work with attorneys, accountants, and other financial planning professionals to provide well documented and supportable valuation analysis that will stand the test of time.

• Estate Planning
• Gift and Estate Tax Reporting
• Family Limited Partnerships
• Succession Planning
• Charitable Contributions

Financial Valuation Services, LC
For more information, please call:
512-476-8866