Step-up basis appraisals are used to determine the value of a property at the time of a transfer, such as when the property is passed down to an heir. These appraisals are important for tax planning purposes as they can help establish the property’s new tax basis and minimize potential capital gains taxes.

Trust appraisals are used to determine the value of a property that is held in a trust. These appraisals are important for tax and estate planning purposes and can help ensure that the property is properly valued for tax purposes and that the trust is in compliance with all regulatory requirements.

In addition to these specific appraisal services, we also offer a range of other valuation services to help individuals and their advisors with their estate and tax planning needs. Our experienced appraisers have a deep understanding of the complex regulatory and tax requirements that are involved in these types of appraisals and can provide accurate and reliable valuations that are supported by sound reasoning, data analysis, and expert judgment.