FINRA's BrokerCheck

Tax Valuations

Increased scrutiny from regulatory authorities makes it more important than ever to have a comprehensive tax valuation strategy in place – for both business and personal tax matters. Our valuation and tax advisors work together to ensure valuations are compliant with the most up-to-date valuation standards and requirements, and recent tax updates.

Our valuation team evaluates and appraises in an unbiased, objective manner with the goals of arriving at a supportable value and preserving wealth. Rehmann provides tax valuations on:

  • Charitable gifts and trusts
  • Estate and gift tax 
  • ILIT & TOLI life insurance 
  • Succession plans
  • Fair value measurements
  • Cost segregations
  • Restructuring, bankruptcy and turnarounds
  • C corporation to S corporation conversions

Estate and Gift Tax Valuations

At Rehmann, we know how hard you work to establish wealth, build your business and acquire property. Our valuation professionals understand the importance of transitioning that legacy from one generation to the next. Our approach is simple. Build a strategy for passing wealth in the most tax-effective manner.

Estate and gift tax valuations are an integral part of a comprehensive transition strategy. Rehmann's valuation professionals work directly with your estate planning team to ensure compliance with IRS estate and gift tax reporting requirements. By conducting a complete analysis of taxable assets our professionals find solutions to minimize tax liability.

Business and tax valuations are integral to building comprehensive financial strategies. Click here to learn more about Rehmann's business valuation practice or contact one of our Rehmann valuation professionals today to learn how we can add value to your financial plan.

Thought Leadership

Meet The Rehmann Team

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