Valuation Purposes

Estate & Gift Tax: Estate planning has gone from a sporadic, often one-time-only exercise to a dynamic, regularly monitored and updated process. Accordingly, periodic valuations for estate planning (and gifting) purposes are becoming the norm.

In the case of disputed valuations, the Tax Court has gone from defaulting to the midpoint of opposing experts’ valuations to selecting the valuation that is the most reasonable and that is presented in the most understandable manner with the best documentation.

Hogue Business Valuations LLC has extensive experience in performing valuations for Estate & Gift Tax purposes.

Buy-Sell Agreements | ESOP | Estate & Gift Tax | Fairness Opinions | Options Issuance
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Hogue Business Valuations LLC

Headquarters	West Coast Office
1 Wardrobe Road Hanover, New Hampshire 03755-4919 603 643-8990  Fax 603 643-8931	1110 Doyle Place Mountain View, California 94040 650-964-3722

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