Helping high net worth families with defensible, IRS-ready valuations
Helping high net worth families with defensible, IRS-ready valuations
IRS Compliant Real Estate Appraisals and Discount Studies
Gift Tax Appraisals
Gift Tax Appraisals
Gift Tax Appraisals
- For gifts of real property or interests in entities that hold real estate, we provide IRS‑ready appraisals and supporting analyses .
- Gifting minority interests in FLPs/LLCs that own income‑producing real estate
- Intra‑family transfers of fractional interests (tenancy‑in‑common, community property splits)
Who We Serve
Gift Tax Appraisals
Gift Tax Appraisals
- High‑Net‑Worth Families & Family Offices managing inter‑generational transfers, GRATs, FLPs/LLCs, and charitable planning.
- Trusts & Estates Attorneys requiring valuation support for reporting, planning, and audit response.
- Tax Advisors & CPA Firms seeking substantiation for 706/709 filings and adequate disclosure.
Partial Interest Valuations
- When a client transfers or reports non‑controlling, illiquid interests, we quantify appropriate discounts for lack of control (DLOC) and lack of marketability (DLOM).
- Entity and governance analysis (operating agreements, transfer restrictions, distribution policy)
- Real‑estate‑specific liquidity, leverage, and asset‑level risk adjustments
Estate Tax Appraisals
- We develop fair market value opinions for date‑of‑death or alternate valuation dates, aligned with Treasury regulations. Our reports address single assets (from a single‑tenant NNN to a luxury residence) and diversified portfolios spanning multiple markets.