Trust and Estate Tax Valuation

Trust, estate and gift tax matters require extensive preparation and consideration of all issues including valuation.  In order to minimize taxes and avoid tax penalties, valuations of individual and estate property require a thorough understanding of current valuation issues and tax court rulings.

Paragon Advisory Services, Inc assists estate planning teams of many high net worth individuals and their families to ensure that their estate planning practices will withstand the scrutiny and challenge of the tax authorities.  Paragon  has a proven track record in addressing an array of complex valuation issues surrounding estate and gift tax filings, including:

-   Discounts and premiums for partnership and stock interests

-   Lack of marketability and blockage discounts

-   Real estate holding company and partnership discounts

-   Buy and sell agreements

-   Restrictions on transferability of shares

Paragon is aware that estate and gift tax valuation requires well supported and documented reports which clearly state the diligence completed and valuation methodologies applied in supporting conclusions of value.  In addition, the experience and reputation of Paragon offers negotiation assistance or expert witness testimony that may be required in connection with achieving settlement with tax authorities.