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.
Contact UsTax 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.
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.
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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