Gift & Estate Tax Valuations: Plan with Confidence
Effective gift and estate planning ensures your control over how and when your assets are to be transferred, whether during your lifetime or after. A clear and well-constructed plan begins with an accurate, expertly executed valuation.
Gift and estate taxes apply to the transfer of assets, whether during your lifetime (gift tax) or at the time of your death (estate tax). While these taxes are applied at the federal level, several states also levy additional estate or inheritance taxes.
Defensible gift and estate tax valuations, also referred to by the IRS as qualified appraisals, are essential in helping attorneys, advisors, and business owners minimize tax exposure, ensure compliance, and preserve wealth across generations.
The Purpose
Accurate, defensible valuations are essential for effective gift and estate planning. The IRS requires a qualified appraisal whenever business interests are transferred as part of a gift or estate, as these valuations determine the fair market value of the interest being transferred.
Valuing a business, business interest, or other property ensures you can estimate the probable amount of gift or estate taxes before significant events like the transfer of assets or the passing of a business owner. These valuations are also necessary to properly prepare and file an estate tax return.
Whether you’re transferring assets during your lifetime or planning for the future, a well-supported valuation ensures compliance, supports a tax-efficient strategy, and helps reduce the risk of IRS scrutiny.
The Redwood Advantage
At Redwood, our experienced appraisers have completed thousands of valuations across a wide range of business types and ownership structures, consistently delivering exceptional quality in gift and estate tax valuations. Our team of highly skilled specialists provides accurate, timely, and unbiased opinions of value that withstand the scrutiny of auditors, attorneys, and regulatory agencies. With a singular focus on valuation, we bring deep technical expertise and a commitment to the highest valuation standards.
Built for complexity and trusted for clarity, Redwood delivers valuation insights that empower confident decision-making and drive growth.
Key Contacts
Get Started and Grow
Fill out this form to send your contact information to one of our valuation experts. We will review your details, and then follow up with you to start your valuation.