The Internal Revenue Service places the burden on the taxpayer to support values reported on estate and gift tax returns. Berlin Ramos has experienced Certified Valuation Analysts who provide these estate and gift tax valuation services. We are experts in the valuations of minority interests of family limited partnerships, closely held businesses, or investment holding companies. These entities primarily own marketable securities, real estate, or other similar investments.

We can prepare thorough business valuation reports to support your estate or gift tax return filings. Internal Revenue Ruling 59-60 requires that estate and gift values be stated at fair market value. Our detailed valuation reports meet all those requirements, as well as other professional standards. We prepare a thorough analysis and utilize established studies and other accepted techniques to apply valuation discounts on minority or non-controlling interests.

If your estate plan includes transfers of interests in an investment holding company or a family limited partnership, the experts at Berlin Ramos will solidify your gift tax return with a thorough, detailed report.

If you are a personal representative of an estate, we will utilize our expertise and advise you on valuation discounts that can be applied to a minority interest in an investment holding company, real estate entity, or family limited partnership.

If you think estate or gift tax valuation services would benefit your estate planning process, please contact us.

Get to know our management

Meet Melanie Erickson

Assistant Vice President | CPA,CVA

Before joining Berlin Ramos in 2000, Melanie Erickson served as a Revenue Agent with the Internal Revenue Service, receiving the Federal Executive Board Award for Outstanding Professional Service to the Federal Government. As a Manager at our firm, Melanie assists clients with complex tax planning, issue resolution with tax authorities, tax research, payroll taxes, and all areas of income tax preparation and compliance.

Contact Us

Whether you have a specific need or just want to learn more about us, please feel free to drop us a line. If you have an immediate need or want to speak with us, give us a call. Or if you’re in the area, you are always welcome at the office.

11200 Rockville Pike
Suite 400
North Bethesda, MD
20852-3158

P(301) 589.9000
F(301) 589.5464

 
 

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