We take a multi-layered approach to building a solid valuation designed to withstand IRS scrutiny.  Key elements of this approach are:

1. Highly-trained valuation experts
2. Strictly adhere to widely-regarded professional standards
3. Apply standard, generally-accepted methodologies
4. Incorporate insight from latest court cases and research
   
   

As part of our core commitment to developing our people, we invest heavily in the training and continuing education for our valuation professionals.  Most of our valuation professionals have achieved the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers.  The ASA has the most rigorous requirements of any valuation credential.

All of our estate planning valuations comply with the Uniform Standards for Professional Appraisal Practice issued by the Appraisal Foundation, the American Society of Appraisers Business Valuation Standards, and the AICPA’s Statement of Standards on Valuation Services.  Our reports also meet the requirements for a Qualified Appraisal as outlined in Section 170 of the U.S. Internal Revenue Code.