Tax & estate related valuations are conducted in accordance with the guidelines established by IRS Revenue Ruling 59-60. Its purpose is to outline and review in general the approach, methods, and factors to be considered in valuing shares of capital stock of closely held corporations for estate tax and gift tax purposes. Some of the valuation for tax and estate planning are:

• Closely Held/Unquoted Businesses for Gift and Estate/Inheritance Tax Planning and Reporting
• Family Limited Partnership (FLP) Interests
• Limited Liability Company (LLC) Interests
• Charitable Contributions
• Buy-Sell Agreement
• Intellectual Property Portfolios for Gift and Estate/Inheritance Tax Planning and Reporting
• Valuation Discount Studies
• Support of Filings with Taxing Authorities