We assist taxpayers and their advisors with planning for optimum treatment of estate and gift taxes. Our gift and estate tax-related services include business enterprise valuations, capital stock valuations, tangible-asset valuations, and intangible-asset valuations. We can also provide retrospective studies to establish the tax effect of divestitures, together with audit support and testimony. We are skilled in determining appropriate minority and marketability discounts for partial stock interests, insuring accurate valuation of the interests.
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