Business Valuations ∴ Estate & Gift Tax Valuations

SP&H has completed over 1,500 estate and gift tax valuations, with a history of over 95% of reports accepted without audit by the IRS.

Estate & Gift Tax Valuations | Estate Planning

After a family has worked hard to build its wealth, it is of paramount importance to have a trusted advisor to help understand the value of those assets.  At SP&H we take a team approach in estate and gift tax valuation services and work with a top-flight group of professionals including attorneys, CPAs, private bankers, and financial planners.

Reporting Available for Estate & Gift Tax

  • Discount studies for family limited partnerships
  • Discount studies for limited liability companies
  • Life insurance funding
  • Partial ownership interests in assets such as real estate
  • Estate and gift tax planning
  • Buy-sell and cross-purchase agreements
  • Key person insurance funding
  • Recapitalization of common stock to preferred stock or non-voting common stock
  • Charitable gift transactions such as charitable remainder trusts