Estate planning is an important part of financial planning. We conduct estate planning valuations for individuals and privately held business interests (stock, partnership units, etc.) as required by IRS regulations to determine values or support values claimed on estate or gift tax returns. We often assist attorneys in structuring an estate plan that will maximize the tax benefits for the client.
Our clients rely on IRR's independence, expertise, and experience in establishing a credible value that complies with the current IRS requirements.