Valuation of business and real estate assets for estate tax reporting

Valuation of business and real estate assets for estate tax reporting

Stout was engaged by the estate of a prominent industrialist and real estate developer to value a variety of business and real estate assets for estate tax reporting. The decedent had founded a variety of operating businesses and developed a variety of commercial, industrial, and residential real estate properties. Stout brought together its business valuation and real estate appraisal personnel to address the various interests in the estate to be valued. The complexity of the estate required extraordinary coordination among Stout personnel to enable the many valuation reports to be completed and delivered to permit timely filing of the estate tax return.