Mangement

Gift/Estate


More than ever, taxpayers should handle tax valuations with caution—and be certain not to raise the ire of the Internal Revenue Service. With increased enforcement capabilities, a string of Tax Court victories, and a vigorous assault on undivided interest discounts, the IRS has recently been especially vigilant in policing discount issues. Discounting issues can still pass muster with the IRS though, as long as they are adequately supported. The best support is an independent valuation with a professional appraisal by valuation experts such as Oracle Capital.

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