Estate & Gift Tax Planning

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Estate & Gift Tax Planning

At Patuxent Valuation Group (PVG), we recognize that determining fair market value is an essential yet complex component of the ongoing process that is estate planning.

In most estate transfers, the transition of assets occurs in one or several significant moments over a period of time. This frequently represents a very important stage in the lives of the transferees that comes with great responsibility, especially in consideration of taxes. If closely-held business interests or interests in family limited partnerships (FLPs) are transferred, the valuation of such assets determines what percentage may be transferred in a tax efficient manner and the amount of potential tax liability. Since estate and gift transfers are subject to increased scrutiny by the Internal Revenue Service (IRS), a thoroughly documented, well-reasoned valuation is critical to establishing a supportable position.

At PVG, our financial analysts have extensive experience in preparing and supporting valuations for estate planning tax purposes. We perform comprehensive independent research while drawing on years of industry experience to provide the most supportable, logical analysis possible. Our valuations continue to withstand the scrutiny of the IRS and additional third parties. Over the years, we have worked with a wide variety of clients including high net worth individuals, family offices, estate attorneys and other advisors on complex estate tax matters.

Our estate and gift planning valuation services include, but are not limited to:

  • Valuation in Support of Gift Tax Planning/Estate Administration and Probate
  • Expert Testimony in Support of Negotiations with the IRS
  • Family Limited Partnerships
  • Discount Studies

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