Gifting of Shares In Estate Planning

Last time I mentioned that we use eight different valuation methods to create a business valuation.  Today I want to briefly touch on Gifting Of Shares In Estate Planning.

It works if the Owner gives a minority interest in the business they own while they are alive, so an additional discount of nearly 20% can be taken when gifting shares to their heirs.

In the next several emails I’ll touch on the 9 different scenarios where your clients may WANT or NEED a business valuation.

Call me with any questions toll free at 800-800-1776 x52.

Troy C. Patton, CPA - Patton Valuations