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Valuations for Estates
When a business owner passes away and still holds shares in a corporation upon passing, this could result in a deemed taxable disposition and the need to know the shares’ value at the time of death.
We provide a Chartered Business Valuators (CBV’s) Institute-compliant Report calculating the fair market value of the business or business interest as of the time of death.
With this report in hand, you can feel confident you know the value of the business for both the division of the estate and income tax reporting requirements.