Estate & Gift Tax Services

Our in-house valuation, consulting, and litigation professionals are engaged to assist with wealth preservation, tax reporting, and matters of dispute. The specialists at Marshall & Stevens provide independent opinions of value of businesses, fractional interests (aka “discount studies”), fund investments, intellectual property, real estate, and equipment as well as forensic accounting and expert witness services in matters of dispute. Our staff meet the IRS standards of a “Qualified Appraiser.”