Gift & Estate Tax Valuation Services
Planning for the future involves valuing more than just assets, it requires clarity, compliance, and confidence. Virtue CPAs offers expert gift and estate tax valuations designed to protect your wealth, satisfy IRS mandates, and facilitate smooth wealth transfer.
Whether you’re gifting assets, planning your estate, or navigating tax complexities, our valuations provide the foundation for informed decisions and lasting peace of mind.
25+
YEARS EXPERIENCE
500+
CLIENTS
What Is Gift & Estate Tax Valuation?
Gift and estate tax valuation is the process of determining the fair market value of assets transferred during life or at death, including real estate, businesses, securities, and personal property. This valuation ensures accurate reporting for federal and state tax purposes, guiding fair distribution, minimizing tax liability, and reducing legal risks. It plays a critical role in:
- Filing gift and estate tax returns (IRS Form 709, Form 706)
- Calculating tax obligations accurately
- Supporting audits or valuation disputes
- Estate and trust administration
Our accredited professionals deliver valuations that stand up to IRS and legal scrutiny with precision and transparency.
Why You Need Gift & Estate Tax Valuation Services
Failure to obtain a proper valuation can lead to:
- Substantial IRS penalties or tax deficiencies
- Prolonged probate or trust disputes
- Excessive estate taxes or underreported gifts
- Family conflicts due to unclear asset values
A Virtue CPAs valuation ensures:
- Accurate, well-supported fair market values
- IRS-compliant documentation to withstand audits
- Clear guidance to minimize tax burdens and smooth asset transfers
Our Credibility Framework
Gift & Estate Tax Valuations That Simplify Estate Planning & Reduce Risk
Who Benefits from Our Gift & Estate Tax Valuations?
Individuals Making Lifetime Gifts
Clients transferring assets who need accurate valuations for IRS compliance, tax minimization, and wealth protection.
Families Planning Estate & Succession
Families managing estate taxes and planning wealth transfer to preserve assets for future generations.
Charities & Nonprofit Beneficiaries
Organizations receiving gifts or bequests that need accurate valuations for tax compliance and reporting.
Executors & Trustees
Professionals managing estates and trusts who need defensible valuations to reduce disputes and ensure smooth administration.
Legal & Tax Advisors
Attorneys and tax professionals preparing filings, managing disputes, or advising clients on tax-efficient wealth transfer strategies.
Financial Planners
Advisors developing wealth transfer strategies who need accurate, transparent valuations to guide estate planning decisions.
The Importance of Precise Gift & Estate Tax Valuation
An accurate valuation safeguards your estate by:
Minimizing disputes with heirs and beneficiaries
Protecting your legacy by reducing unnecessary tax costs
Providing clear documentation for estate administration and trust management
What Makes Gift & Estate Tax Valuation Unique?
We provide accurate, reliable, IRS-compliant valuations to support effective tax planning and estate management.
IRS Expertise
Specialized knowledge of IRS rules on gift and estate assets
Comprehensive Documentation
Rigorous documentation to meet legal and tax authority standards
Diverse Asset Valuation
Valuation of diverse asset classes, including closely held businesses and unique personal property
Strategic Considerations
A focus on timing, ownership interests, and valuation discounts where applicable
Defensible Reporting
Delivery of detailed, defensible reports supporting tax return filings and potential audits
Expert Advisory Support
Guidance on complex valuation issues to help clients make informed estate and gift planning decisions
Our Gift & Estate Tax Valuation Process
Consultation
Understand your specific estate planning goals and valuation requirements.
Information Gathering
Collect asset documents, appraisals, financial records, and ownership details
Financial Analysis
Inspect and analyze asset types, ownership structure, and relevant market data
Valuation Approach
Apply appropriate methods such as Comparable Sales, Income, or Cost approaches
Report Preparation
Deliver a comprehensive, IRS-compliant valuation report with clear assumptions and methodologies
Ongoing Support
Assist with tax return filings, audits, and other related legal or compliance proceedings.
At Virtue CPAs:
How Long Does It Take?
Standard Delivery
10–15: business days
Expedited Service
8–10 business days (available with an additional fee)
Serving Clients Nationwide
We assist clients throughout the U.S., including:
Why Families and Advisors Choose Virtue CPAs
At Virtue CPAs, we combine technical accuracy with personalized service—delivering valuations that protect legacies, reduce tax exposure, and simplify complex wealth transfers. We empower you to act confidently in preserving family assets and honoring your estate’s wishes.
Frequently Asked Questions (FAQs)
1Why do I need a gift or estate tax valuation?
To accurately report asset values for tax purposes and avoid IRS penalties.
2What assets require valuation?
Real estate, private businesses, securities, artwork, collectibles, and other valuable property.
3How is the valuation date determined?
Valuations are based on the date of the gift transfer or the date of death.
4Can valuations help reduce estate taxes?
Yes, proper valuations enable appropriate application of discounts and exemptions to minimize tax burdens.
5How detailed is the valuation report?
Our reports are comprehensive, explaining methodologies, assumptions, and supporting all IRS requirements.
6How fast can I get the valuation?
Standard reports are delivered within 12–18 business days; expedited service is available.
7Do you assist with IRS audits?
Yes, we support clients through audits and provide expert testimony if needed.
8Can Virtue CPAs help with estate planning strategies?
While we focus on valuations, we collaborate with your advisors to support effective wealth transfer planning.
This is What Our Clients Say About Us
We deliver it with 100% Guarantee.
Begin Your Gift & Estate Tax Valuation Today
Remove uncertainty and safeguard your wealth with valuations designed for clarity, compliance, and long-term peace of mind.
