Estate and Gift Tax Valuation mack-admin 2017-07-06T09:24:50+00:00
Mack Business Appraisals estate and gift tax valuation services assist business owners and other high net worth individuals in preserving their wealth. We work with attorneys, certified public accountants, financial planners and bankers to create effective estate and gifting plans to realize your overall objectives. Our firm has extensive experience in reviewing Partnership Agreements and Operating Agreements to make sure that provisions of those Agreements do not conflict with our application of appropriate discounts in determining at the fair market value of your company.
We specialize in providing discount studies (lack of marketability and/or lack of control) for family limited partnerships and limited liability companies. We also perform business valuations of equity interests in privately-held operating companies. Our gift and estate tax valuations are prepared in accordance with Revenue Ruling 59-60 and are provided in a report format that satisfies the “Qualified Appraisal” requirements of the Internal Revenue Service (IRS).
Our gift and estate tax reports are commonly used for estate planning, filing of estate and gift tax returns, implementation of buy-sell agreements, key person insurance funding and charitable contribution transactions.
“I have retained John several times to provide business valuations for estate and business planning clients. John is knowledgeable and detail-oriented. He keeps me updated throughout the valuation process and always provides a great work product.”
Ryan Boyer, Attorney, Boyer Bohn PC
“John is a man of honor, respect and integrity. He goes above and beyond for his clients with honesty and accuracy. I look to John with high regards and much respect.”
Christine Forakis, Estate and Business Planning
“It is a joy to work with John because he does what he says he will do, communicates status with the client & advisory team, follows up as necessary with additional questions, produces a complete, professional product and delivers on time. He knows his business and, for the icing on the cake, he is a great person!”
Mary Jordan, Partner at Lohman Company, PLLC
“John worked extremely well with a client that needed a business appraisal for estate purposes, but was extremely distraught and as such no so motivated. John, with highest quality, compassion and professionalism got the appraisal done. Thank you again, John!”
Robyn D. Young, CPA, Owner, Robyn D. Young, CPA
“John Mack has done excellent business and estate planning appraisal work for me and my clients. He has a CPA and appraiser background, he stays up with current law in this area to comply with IRS requirements, and understands the issues for advanced estate planning.”