Our gift and estate tax specialists have broad experience in the preparation of business appraisals in this important segment of our valuation practice. With close to 30 years of experience working with estate planning professionals and the Internal Revenue Service (IRS), we have developed a unique understanding of the regulatory environment facing taxpayers and the issues involved in valuing their closely held business interests.

Our professionals are able to work with clients through all phases of the valuation process, including potential audit and U.S. Tax Court proceedings. We work with a client's attorney, accountant and estate planning professional to achieve success in this unpredictable arena.

We have also worked directly with the IRS on valuation matters, and have served as an expert witness on behalf of both taxpayers and the IRS in actions involving U.S. Tax Court.

Our valuation engagements for estate and gift tax reporting have included a wide variety of business interests and financial assets, including but not limited to:

  • Common and preferred stock, debt instruments and derivative securities of closely held operating and holding companies

  • Limited and general partnership interests

  • Managing and non-managing interests in limited liability companies

  • Blocks of common stock and non-traded derivative securities of publicly held companies

  • Carried interest and other equity interests with unique return characteristics

  • Intellectual property, including trademarks and trade names, literary and film rights, patents and licensing agreements

Our gift and estate tax clients extend from small partnerships to mid-size corporations, to multi-billion dollar estates, to some of the largest private companies in the country.


Scott Brace, ASA
Boston: 617.535.7785
Rochester: 585.475.9260

Chuck Coyne, ASA
Boston: 617.535.7785
West Hartford: 860.233.6552

Kevin Kane, CFA, ASA
Rochester: 585.475.9260
San Francisco: 415.659.1860

Hugh Woodside, ASA, CFA
Boston: 617.535.7785
Rochester: 585.794.5720


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