Tax Valuation

The independent and objective determination of an asset’s fair market value is often required in gift and estate tax matters.  Claro valuation professionals are well versed in the requirements needed to successfully comply with the Internal Revenue Service.  This includes an understanding of the relevant Revenue Rulings and the thoroughness of written and oral work product.

Claro valuation professionals include: MBA’s, PhD’s, CPA’s, CVA’s, ABV’s and ABAR’s.  We are well versed in producing written valuation reports that comprehensively present the valuation opinion with clear bases and supporting valuation schedules.  Our valuation professionals also provide expert witness services for tax valuations that include expert reports and expert testimony at deposition and trial.