Overview



Estate TAX/PLANNING



Commercial Properties



Residential Properties



Fractional interest
Discounts



Property TAX REASSESSMENT
 

Fractional Interest Discounts

While the Internal Revenue Service has indicated that the size of the fractional interest discount is strongly correlated to the costs of partition, SVG believes otherwise. There is substantial empirical data which provides substantiation of large discounts from net asset value.

Our reports are designed to provide the Internal Revenue Service with the information it needs in order to determine that the discounts opined are fair and reasonable. We realize that the burden of proof rests with the taxpayer. Our reports strive to exceed this burden.

Should an IRS audit or question arise, SVG experts will meet with agents and/or testify to substantiate our valuations.