Trust & Estate Tax Valuations

Estate Planning Valuations

We help business owners and families understand the value of their assets for estate planning and wealth transfer purposes. Our detailed analyses meet IRS requirements and support filings such as Form 709 (gift tax) for pre-death planning and Form 706 (estate tax) when valuing a business after a decedent’s passing.

Beyond compliance, we identify opportunities for tax efficiency and provide clear explanations of complex findings—keeping advisors and families well-informed. Our experience enables clients to make confident, informed decisions when transferring business interests to the next generation.

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WHAT TO KNOW ABOUT

Estate Planning Valuations

My client has multiple companies, do I need a valuation done for each of them?

It depends. HDH often works with you to try and identify synergies where cost can be saved on the valuation scope – the more synergies we can identify between the different businesses, the more efficient we can be – allowing us to move faster and at a more reasonable cost.

My client needs a business valued that is in a market you aren’t currently located; can you handle a valuation of the business?

Yes of course. We service clients all over the United States and are capable of delivering the same level of service and a local touch regardless of where your client is located.

My client owns a minority interest in a large operating company. How do you consider the lack of control elements in your valuation?

As part of our process, we study factors that impact the lack of control and lack of marketability including voting rights, inability to compel decisions such as compensation or distributions, the likelihood of a transaction in the future, the company’s dividend paying capacity and track record among other factors. All of these play a critical role in our opinion.

Asset Holding Company Valuations

We determine accurate values for companies that hold diverse assets, from real estate to business investments. Our work considers ownership structures and the specific characteristics of each underlying asset.

Our deep experience allows us to provide clear insights that satisfy both tax requirements and planning needs. We’re here to help holding companies understand their true worth while meeting compliance obligations.

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WHAT TO KNOW ABOUT

Asset Holding Company Valuations

My client is transferring a minority interest in a holding company that has publicly traded securities in it; do discounts still apply?

Yes; if the subject interest doesn’t have the authority to compel a sell or liquidation of portfolio holdings, then a discount for lack of marketability and lack of control is certainly relevant. HDH regularly issues appraisal reports addressing these issues meeting all IRS reporting requirements.

My client owns an LLC that has a single piece of property in it. Can you help us value a membership interest in the LLC?

Yes. We are capable of valuing the real estate and the interest in the LLC. If the interest is a minority interest, we consider discounts for lack of control and lack of marketability that are specific to the underlying property.

Discount Studies

We pinpoint appropriate valuation discounts for minority interests and limited marketability situations. Our analyses draw from market data and legal precedent to support defensible discount conclusions.

At the end of an engagement, we deliver clear explanations of complex valuation factors. Our experience helps clients navigate IRS requirements while understanding the true value of partial ownership interests.

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Discount Studies

What methodologies do you use to calculate a discount for lack of marketability?

Our methodologies vary depending on the engagement; however, each process considers market data, option pricing models, as well as a study of all specific factors that can impact the liquidity of the subject interest we’re valuing.

What methodologies do you use to calculate a discount for lack of control?

Our methodologies vary depending on the engagement; however, each process considers a combination of market data as well as unique factors specific to the subject interest we’re valuing.

My client owns a majority of the shares in a company, but doesn’t have enough votes to compel all decisions; are discounts still relevant?

Yes, certainly. We study all factors that can impact discounts for lack of control and marketability, and regularly issue appraisal reports that meet all IRS reporting requirements.

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WHAT TO KNOW ABOUT

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WHY HDH

The HDH Advantage

We deliver top-tier valuation services, combining the resources and expertise of a large firm with the agility and personal attention of a boutique practice. Our structured approach, clear communication, and commitment to timely delivery have earned us lasting partnerships with clients who value meticulous analysis and exceptional service.

Clear and Responsive Communication

We keep you informed with straightforward updates and timely responses.

Structured Framework

Our proven process ensures consistent, high-quality deliverables that meet your deadlines.

Deep and Wide Experience

From startups to billion-dollar enterprises, we bring expertise across all industries and types of transactions.

Thorough, Practical Insights

We deliver actionable conclusions backed by rigorous analysis and a deep understanding of real-world applications.

Our Proven Process. Your Reliable Results.

WHAT TO EXPECT

Your partnership with HDH starts with a simple conversation and ends with clear, actionable insights. Our approach prioritizes efficiency and transparency, ensuring you know what to expect at each milestone.

Comprehensive and International Industry Knowledge

Our experience extends across nearly every industry on an international level. No matter your sector, location, or size, we have the knowledge and capabilities to meet your valuation needs.

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