Tax planning and compliance can be complex. Business valuation services can help you take a well-informed approach to managing business assets and help you navigate the intricate landscape of tax planning for estate and gift tax purposes as well as for proper estate planning.
Estate and gift taxes are based on the fair market value of the business and business interests an individual holds, and the IRS requires that the business valuation be conducted by a qualified and independent appraiser. Our certified business valuation professionals consider factors such as financial performance, industry trends, economic conditions, and potential risks in order to ensure tax compliance and optimize tax strategies.
As you look to your future and consider retirement from the business you worked so hard to build, our business valuation team can help facilitate the transition through a tailored estate plan that meets your current and future needs.
