Year-End Gift and Estate Planning Valuations

For over 30 years, the principals of SP&H have built a strong track record of valuation opinions that withstand IRS, court, and Securities and Exchange Commission (SEC) examination. We have completed over 1,500 estate and gift tax valuations for taxpayers. Our deep bench of professionals work around the clock to meet your tight deadlines.

We provide:

• Minority interest stock valuations

• Real estate valuations of all property types

• Restricted stock valuations including marketability discounts

• Blockage discount valuations on minority interests / thinly traded stock

• Family Limited Partnerships, LLC’s, Undivided interests - Discount studies

• Charitable remainder trust valuations

• Life remainder interest valuations for property occupants