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At Chartwell, we have provided hundreds of well-documented valuation opinions for gift tax, estate tax, charitable contribution and other estate planning purposes. We provide tax-related valuations of closely held equity securities, as well as valuations of other corporate entities such as family limited partnerships and limited liability companies. Our opinions have withstood the scrutiny of the Internal Revenue Service. By understanding the tax, financial, and valuation issues surrounding estate planning, our professionals provide you with independent and defensible valuation opinions.
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