Gift and Estate Tax Valuation

Gift and Estate Tax Valuation

Expert valuations for gift and estate tax purposes ensure accurate asset appraisals that comply with IRS regulations. KNAV helps clients minimize tax liabilities and maximize asset value through detailed, defensible reports, supporting wealth transfers and estate settlements with confidence and clarity.

At KNAV, we specialize in providing expert valuations for gift and estate tax purposes. Our team of seasoned professionals deliver accurate, defensible appraisals that comply with IRS regulations and ensure proper tax reporting. Whether you’re planning the transfer of wealth to the next generation or managing an estate, we work closely with your legal and financial advisors to assess the fair market value of assets such as closely held businesses, real estate, and complex investment portfolios.

By conducting meticulous valuations, we help clients minimize potential tax liabilities while maximizing the value of their assets. Our reports are designed to withstand scrutiny from tax authorities, offering peace of mind that your gift or estate transfer complies with all legal requirements. With an in-depth understanding of domestic and international tax considerations, our experts ensure that your estate planning is comprehensive and effective.

We understand that estate and gift tax valuations can be complex and time-sensitive, which is why our firm emphasizes clear communication and prompt service. We take the time to understand your unique situation and provide tailored advice that helps preserve your wealth for future generations. Whether you’re planning ahead or facing an immediate estate tax filing, our expert valuations provide the clarity and confidence you need to make informed decisions.

How is KNAV delivering Above & Beyond?

Accurate valuations for tax-compliant wealth transfers and estate planning.

Our Practice leader

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Rajesh Khairajani

Partner - Advisory Services
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Theresa Zeidler

Director - Valuations

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