top of page

Gift Tax & Estate Valuations

Arbiter Valuation specializes in accurate, defensible estate and gift tax valuation services that comply with federal tax law and IRS guidelines. Whether you’re transferring business ownership of a closely held business, valuing real property, or navigating complex estate planning scenarios, our gift and estate tax valuation reports help reduce the likelihood of disputes or audits.

Our estate valuation services are designed to protect beneficiaries and support effective tax planning strategies. We focus on delivering peace of mind so families can safeguard their legacies for generations to come.

Accurate Valuations for Tax Efficiency

In estate and gift planning, precision matters. We apply IRS-accepted valuation methods and adhere to Uniform Standards of Professional Appraisal Practice (USPAP) to ensure compliance with regulatory standards. Our appraisals help minimize the risk of penalties, audits, or delays in processing your estate tax return.

​

Whether the goal is to establish a basis for gifting personal property, determine the fair market value of a business, or fulfill requirements for a federal estate tax filing, our valuations provide clarity and confidence. This insight allows for informed decisions that align with long-term estate plan and wealth preservation goals.

Addressing Complex Holdings

Expertise in Diverse Asset Classes

High-net-worth estates often include a combination of business interests, real property, intellectual property, and financial instruments. We bring expertise in evaluating these complexities, providing balanced assessments that reflect current market realities. By collaborating with legal, tax, and financial advisors, we ensure valuations are integrated into overarching estate or tax strategies.

​

Collaboration with Your Advisors

By collaborating with legal, tax, and financial advisors, we ensure that our estate valuations integrate seamlessly into your broader estate plan or gift tax strategy. Our goal is to support cohesive planning efforts that serve both short- and long-term objectives, especially when navigating sensitive transitions or large gifting events.

Proactive Planning & Reporting

Timely Delivery, Thorough Documentation

We understand that timing is critical when it comes to estate and gift taxes. Our team delivers valuations in a timely manner and documents each step of the process. This thorough approach can:

​​

  • Strengthen estate tax return filings

  • Support accurate estate valuation of personal property

  • Address potential concerns from IRS review

  • Facilitate smoother wealth transfers

​​

Staying Ahead of Regulatory Scrutiny

As tax law evolves, our valuations remain aligned with current regulations and best practices. This proactive stance ensures that you’re prepared for any future requirements and that your planning efforts are protected.

Who We Serve

Business Owners & Founders
Family-owned Businesses
Private Equity & Investment Groups
Estate Planning Attorneys
Corporate Attorneys
Wealth Advisors & Financial Planners
Accountants & Financial Advisors

bottom of page