With constant and often complex changes in the estate and gift tax code, it is crucial to have a professional firm such as FFG Valuations assist in capturing all of the business owners’ potential tax savings. The goal of Estate and Gift Tax Planning is to adequately provide liquidity for the owner’s estate; provide for continuation of the business and to minimize gift, estate and generation-skipping transfer taxes.

A business owner’s needs for estate planning will vary over the owner’s life cycle. In the early years, buy-sell agreements and insurance protection are typically the highest priority. As an owner progresses in their life cycle then transfer planning, and possible charitable giving, become more prominent in their estate planning needs.

FFG Valuations consults with prestigious estate planning firms (such as law, accounting, and insurance firms) to assist in their client’s estate planning needs.

FFG Valuations performs fractional discount studies for:

Family limited partnerships
Limited liabilities companies and other pass-through entities
Undivided interests in real property

FFG Valuations detailed reports may be used for:

Estate and gift tax planning
Buy-sell and cross-purchase agreements
Key person insurance planning
Recapitalization of common stock to non-voting common stock
Charitable gift transactions utilizing charitable remainder trusts

Our reports are comprehensively written and extensively researched to determine the applicable discounts to be applied. With our level of expertise, FFG Valuations is confident that our valuation reports can withstand IRS scrutiny and will provide an audit guarantee.

Contact Us today for a complimentary Estate and Gift Tax Planning consultation.