IRS-compliant valuations for IP transfers between entities, gifting to family or trusts, and estate settlement — built to withstand review.
Valuation approaches aligned with IRS standards for gift and estate reporting.
Support for the specific transfer, gift, or estate event in question.
Where applicable, analysis of relevant valuation discounts.
Every assumption documented and sourced for review.
Working alongside your tax attorney or CPA as needed.
A sourced, audit-ready report suitable for filing.
Whether you're transferring IP to a trust, gifting it to family, or settling an estate, this engagement gives your advisors a defensible value to work from.
Tell us about the asset and the purpose of the valuation — we'll respond with a fixed-fee proposal and timeline.
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