Wealth Transfer

Wealth Transfer

The effective application of estate and gift appraisal for wealth transfer requires sound, reliable valuations of the underlying closely held business interests or assets. When an estate contains a closely held business interest or asset, a defensible and accurate valuation can reduce the likelihood of a long, drawn-out battle with IRS. We have assisted in IRS audits and have differentiated our valuation deliverable to incorporate additional methodologies prescribed by IRS that many other valuations fail to consider and address. 

Andersen professionals have worked with individuals to provide integrated valuation services related to:

• Family Limited Partnerships and Limited Liability Companies 
• Gift & Charitable Donations
• Buy-Sell Agreements
• Intangible assets including intellectual property, patents, trademarks, copyrights, covenants-not-to-compete, technology, software, customer assets, and other contractual relationships.
• Real Estate