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FINANCIAL PLANNING APPRAISAL

Accountants and non-profits
We work with accountants and financial planners with high-net-worth clients to provide professional appraisals that exceed IRS audit guidelines. Many accountants are aware of the stepped-up basis issues and will try to get a current value even if no estate tax return is filed. You need to persuade them that an appraisal is more credible to the IRS than a letter from a real estate agent or the owner’s opinion of value.