12/02/2025
Estate planning attorneys know: gifting a business interest without a proper valuation is one of the fastest ways to trigger IRS issues later.
As a Certified Valuation Analyst, I provide year-end gifting valuations that document Fair Market Value, discounts, and economic conditions as of the gift date — giving you and your clients the defensible support you need.
If you have clients gifting interests before Dec. 31, let’s talk.