Tax & Estate Planning

Appraisal Bureau provides valuations for Tax & Estate purposes, including inheritance tax and family division settlements. Current and accurate third-party neutral appraisals are vital to fair estate, wealth transfer, and legacy planning.

Tangible personal property is a unique asset class with special tax considerations. The first step in financial structuring is to establish the value, as well as identify material value. We work with family offices and financial institutions to prepare estates for due diligence.

Our subscription services deliver appraisals adjusted on a preferred frequency to prepare our clients for a smooth process. Tax & Estate appraisals usually rely on Fair Market Value.

Tunji Adeniyi-Jones, Prancing Lion II, 2019

oil on canvas, 79 x 54 inches

from a West Coast collection

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