Valuations for Estate and Gift Tax Planning

A business valuation may be needed when thinking through your gifting and estate planning strategy, such as with inherited shares from a business. In this short video, Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss common gift and estate tax planning scenarios when it’s beneficial to get a valuation. Reach out to learn if it’s a good idea for you.

Are you ready to explore tax-smart estate and gift planning options? Our certified valuation analysts offer a no-obligation consultation to discuss your goals. Plan ahead for your estate.

Request a conversation here.

Check out the first video in our Business Valuation Video Series to learn more about stock options and stock appreciation rights (SARS) included in executive compensation packages.