Gift and Estate Tax Savings: How Getting a Valuation Now Can Save You Later
As a valuation expert, Doty Group Shareholder and Director of Litigation and Valuation Services Shelley Drury, CPA, CVA, ABV, CFF is often called upon by clients, estate planning attorneys, and other CPAs to provide an opinion as to discounts applicable to gifts of minority interests in Limited Liability Companies and Family Limited Partnerships.
We have put out a new article that explains how this works, and why this time of year is the best time to seek a valuation to the size of discounts applicable to your plans.
To request more information on Valuation discounts, please fill out the form below to be contacted by a member of our team.