Gift, Estate & Income Tax Valuation

There are many corporate and personal situations that require an independent valuation to support mandatory tax filings and to assist in tax planning exercises.

Benjamin Franklin has been credited with the phrase “In this world, nothing can be said to be certain, except death and taxes.” Ever-evolving state, federal, and country-specific tax laws and increased audit activity make it more important than ever to partner with a trusted valuation advisor who will work side-by-side with you and your tax advisors to ensure the upmost accuracy and integrity of valuation reports. Otherwise, the consequences can be costly.

Each of our tax reporting & planning valuations undergo a rigorous multi-stage quality control process to ensure absolute accuracy. In addition, we regularly review and incorporate insights from the latest tax court cases and research into our valuations to adhere to the most up to date best standards and practices for tax valuations.

All of our tax reporting & planning valuations are in accordance with Uniform Standards for Professional Appraisal Practice issued by the Appraisal Foundation, the Business Valuation Standards issued by the American Society of Appraisers, and the American Institute of Certified Public Accountants Statement of Standards on Valuation Services. In addition, all of our reports meet the requirements for a “Qualified Appraisal” as defined by the Internal Revenue Service.

Each member of our tax reporting & planning valuation team has significant experience performing tax reporting & planning business valuations. In addition, prior to joining Vista Peak, members of our tax reporting & planning valuation team held leadership positions and served as the practice leaders of the tax reporting & planning valuation practices at nationally recognized valuation firms.

Furthermore, Vista Peak has a strong commitment to continuing education for all of its valuation professionals with team members regularly attending tax reporting & planning valuation trainings, conferences, and seminars. Many members of our leadership team hold the Accredited Senior Appraiser designation from the American Society of Appraisers and meet the definition of a “Qualified Appraiser” as defined by the Internal Revenue Code.