SERVICES

Estate & Gift Tax
Evaluation

Business Valuation Group has provided highly developed estate and gift tax valuation services for some of south Florida’s top tax attorneys, CPA's and financial planners in the Dade, Monroe, Broward, Collier and Palm Beach counties. BVG utilizes our team's expertise to develop some of the most innovative valuation techniques and are definitively the independent and professional third-party testimony your clients need in tax court cases.

What We Do

Business Valuation Group provides appraisals which are guided by applicable IRS code, rulings and precedent. In addition, we follow the highest standards in business valuation as promulgated by the National Association of Certified Valuation Analysts, the American Institute of Certified Public Accountants and the Uniform Standards of Professional Appraisal Practice. As a result, our prepared valuations withstand legal scrutiny and challenge and we are always prepared to review and discuss any report results we prepare with clients, the IRS and other appropriate third parties.

Estate and gift tax services include:

  • Valuations of interests in closely held businesses, including family limited partnerships, and securities for gifting or estate returns
  • Discount studies for lack of control and lack of marketability
  • Consulting services and litigation support

BVG can provide the business valuation data you require in your transactions, financial reporting or litigation decision-making.

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