Things to Consider: Gift and Estate Valuations

January 2024

Business owners and interest holders that plan to gift an economic interest in a business to family members, a trust, or a charitable entity often need a qualified appraisal that complies with tax requirements. A valuation from an independent appraiser can play a key role in compliance with the Internal Revenue Service’s (“IRS”) adequate disclosure requirements and Revenue Ruling 59-60.

About Tall Oaks Partners

Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.


For more information, please contact:
(346) 440-1818