We work with estate planning teams to determine the appropriate standard of value, effective date, and scope of work required for IRS compliance. Our appraisals support gift tax returns (IRS Form 709), establish basis for future transactions, and document fair market value for entities holding commercial real estate.

Because the IRS scrutinizes related-party transfers and estate valuations carefully, we provide well-researched, clearly documented reports that anticipate potential audit questions and present defensible value conclusions grounded in market data.