Estate, Gift & Tax Valuation

Independent, Experienced, & Reliable Tax Valuations

At ComStock Advisors, we’re experts in conducting independent valuations for federal and state estate tax purposes. Our tax valuations include detailed explanations and support for selected ‘Lack Of Marketability’ and ‘Lack Of Control’ discounts.

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IRS Experts Working For You

Tax strategies are subject to examination by the Internal Revenue Service, and we formulate ours to stand up to regulatory scrutiny. Whether you’re facing state or federal tax audit authorities, we have first-hand experience with situations like yours. Our team will simplify your tax requirements and give you peace of mind that your assets are protected.

Proven Gift & Estate Strategies

At ComStock Advisors, our gift and estate strategies go beyond the numbers, allowing us to craft thoughtful plans that secure your legacy and reduce tax burdens. By combining precise valuations with creative planning techniques, we help you pass on wealth with confidence. That means your estate strategy doesn’t just meet today’s challenges, but thrives for generations.

Estate, Gift, & Tax Valuation Services

  1. Estate Tax

  2. Gifting And Family Transfers

  3. Tax Restructurings

  4. Buy/Sell Agreements

  5. Non-Compete Agreements

  6. Sections 83(b) And 409(a)

Take Control Of Your Legacy

You can lead with more awareness when you know how your wealth will be handled. Contact us for a free consultation to start the valuation process.

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Our Professionals

John C. O’Brien

Brant Armentrout, CFA

David R. Bogus, ASA

Nickolas N. Sypniewski, ASA

Lori Wilhelmy, ASA

Glenn S. Johnson, ASA

Romanch K. Mistry

Rimas M. Grybauskas

Katie Holtgrave

Rob Pinkalla, CFA

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