Estate & Gift

Meeting Internal Revenue Service (IRS) requirements can best be accomplished with an independent appraisal performed by a qualified appraiser, such as PCE. Anytime interests in privately held entities are transferred from one person to another by gift there is some tax implication. The IRS requires parties to report the value of the gifts for tax assessment purposes. Rules apply to privately held interests that are passed on by inheritance and assets must be appraised for estate tax assessment purposes.

PCE performs valuations for estate and gift planning purposes and relflect the culmination of our experience dealing with the IRS review process nationally, regionally and locally. These valuations include for a complete report and opinion of value, discussion and presentation of empirical data, transactions, prior case rulings and research to support our opinion .

The benefits of a PCE valuation can be immeasurable as there can be significant tax consequences based on the strength of the valuation.