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    • Home
    • About
    • Services
      • Business Valuation
      • Estate Tax Valuation
      • Mergers & Acquisitions
      • Strategic Finance - FP&A
      • Fractional CFO
    • Our Team
    • Contact Us
  • Home
  • About
  • Services
    • Business Valuation
    • Estate Tax Valuation
    • Mergers & Acquisitions
    • Strategic Finance - FP&A
    • Fractional CFO
  • Our Team
  • Contact Us
Rolestone

Estate & Gift Tax Valuation

  Our estate and gift tax valuation services support individuals, families, and legal advisors in meeting IRS compliance requirements while strategically managing wealth transfers. We specialize in valuing closely held businesses, family-owned enterprises, and fractional interests for estate planning, gifting strategies, and trust structuring. Every engagement is handled with confidentiality, precision, and sensitivity to the long-term financial implications for your family or estate. 

Contact Us

Drop us a line!

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office@rolestone.com

Northwood Pointe, Irvine, CA 92620, USA

+1 (949) 272 8984


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