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Your assets haven’t been valued by an independent appraiser
March / April 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 242
Abstract: The best way to substantiate asset values reported in gift and estate tax returns is with an independent valuation by a qualified appraiser. In numerous recent matters before the U.S. Tax Court and other federal courts, taxpayers won or lost their cases based on the qualifications, methods and testimony of their valuation experts. This short article explains the pitfalls of not having assets appraised by an independent valuator.