Gift & Estate Tax
Effective estate planning through reliable appraisals
How will gift tax and estate tax planning benefit you?
Don’t overpay your taxes. Effective estate planning relies upon business valuations that are in line with gift tax and estate tax methodologies that meet IRS requirements. Accurate and supportable applications of discounts for lack of control and discounts for lack of marketability on minority equity interests is essential to achieving these ends.
Build generational wealth.
Transfer generational wealth by gifting business interests to family members of a family business, a family limited partnership, or limited liability company (LLC) as a key component of your estate planning strategy. Each business, partnership agreement, and LLC operating agreement is unique. At Apex, we take the time to understand your specific situation in order to best help you achieve your estate planning goals and objectives.
Know your value.
Business owners and families need to understand the value of their business or partnership in order to best plan for and fairly settle an estate and locking-in generational wealth. APEX Financial Services provides a professional and analytical approach to valuation that you can trust.
Determine what is fair.
With APEX, your fair market valuation for your business, LLC or partnership interest will always be completed in an objective professional manner. Our top-notch research, analysis and accurate application of equity discounts, and premiums ensures reliable results.
Get started today.
Receive a customized consultation that meets your exact circumstances and unique estate planning needs.