Sep 16, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
An estate tax valuation determines the fair market value of assets within an estate. While it is often used after someone passes away, estate valuations can serve many purposes. They are typically helpful for gifting, estate planning, or preparing for future tax...
Sep 6, 2025 | Business Valuation, Gift and Estate Tax
Obtaining a business valuation is often an essential step when estate tax planning. One of the most overlooked steps is setting a valuation date for estate tax purposes. This date helps determine the value of assets in an estate. It also determines how much the estate...
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 and Estate Tax, 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 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...
