Estate & Gift

    Any time interests in privately held entities are transferred from one person to another by gift, there will be some tax implication. Similarly, when privately held interests are passed on by inheritance, these assets must also be appraised for tax assessment. PCE valuation experts have extensive experience dealing with the IRS review process nationally, regionally and locally, and can provide the following:

    • Complete report and opinion of value
    • Discussion and presentation of empirical data
    • Review of transactions
    • Exhaustive research to support our opinion

    With such significant tax consequences at stake, you can count on our experts to provide the strong and accurate valuation you need.

    Featured Article

    Lending to Heirs – Valuation of Notes Receivable for Estate Planning Purposes

    In general, the idea of lending money to our children can bring mixed emotions. Just the idea of putting our dollars into their hands can cause angst. Will the kids use the money wisely? Will they repay the loan as…

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    Andre Sutherland

    Orlando Office


    Daniel Kvarnberg

    Orlando Office


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