Estate tax planning/filings, support for disputes and partnership buyouts often require valuations of these ownership interests.
The IRS continues to increase its examination of the analysis supporting the discounts, requiring a fractional interest valuation to be performed by a qualified appraiser.
Newmark Valuation & Advisory’s Financial Reporting practice group has the industry experience to meet these IRS requirements. Please reach out to John Corbett or Marc Shapiro for inquiries regarding fractional or partial interest valuations.
