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Estate and Gift Tax Valuations

 

" Someone’s sitting in the shade today because someone planted a tree long ago”

(Warren Buffet, 1996)

 

 

Independent, well-supported valuations are a critical component of effective tax planning.  Since our founding in 1985, Southland Business Group has assisted hundreds of clients to plan for the future. 

We pride ourselves in producing quality valuations that stand up to the scrutiny of third-parties, including the Internal Revenue Service. 

Southland Business Group has experience valuing a variety of interests in a number of different entities: 

 

  • Controlling and non-controlling interests in closely held companies
  • Interests in general partnerships
  • Limited partner interests in limited partnerships (LPs) and limited liability limited partnerships (LLLPs)
  • Member interests in limited liability companies (LLCs)
  • Undivided interests in real estate
 

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