Gift and Estate Tax Planning Valuation Services

A critical challenge facing many business owners is protecting the wealth that they have worked so hard to build, and ensuring that their assets are transferred to their heirs, rather than being used for estate taxes and administration costs.

Your Business Needs

If an ownership interest in a privately-held business is one of your assets, a key to gift and estate tax planning is ensuring that the value of that ownership is properly understood and that your plans protect that value as effectively as possible. A well prepared valuation can allow business owners to avoid challenges from the IRS, and, if dividing their assets among more than one heir, plan for the best way to allocate those assets.

Our Solution

At Dopkins & Company, we have extensive experience in preparing and consulting on valuations for tax related purposes. Members of our valuation services group have been engaged to assist individuals and companies in meeting their tax planning and reporting requirements. Extensive and up-to-date knowledge of ever-changing tax laws and deep industry expertise are hallmarks of our senior valuation personnel.

Our valuation services group provides the independence and integrity that are the cornerstones of preparing valuation support for a defendable tax position. We take the time to understand every aspect of a business in order to generate an appropriate valuation. We have extensive experience in assisting our clients defend their valuation positions in matters before the Internal Revenue Service, state tax authorities, foreign governments and other tax-related entities.

Learn more about our Gift and Estate Tax Planning Valuation Services

Download a copy of our print-friendly brochure.

For more information, please contact Gregory Urban, CPA, CVA at gurban@dopkins.com.

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