Gift & Estate Tax Planning

40+ Years of Business Valuation Experience

With decades of experience to our name, our professionals have performed appraisals on hundreds of local and national businesses.

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Better Service and Better Value

From ESOP to intangible asset measurements, Gibraltar Business Valuations is your one-stop shop for all of your business appraisal needs.

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A Valuation Firm Unlike Any Other

“Gibraltar Business Valuations was a significant improvement over our previous valuation firm. They dig deep into the details to really understand our business.”

Gift & Estate Tax Planning Services in Chicago

Expert Gift and Estate Tax Solutions for Business Owners Nationwide

At Gibraltar Business Valuations in Chicago, we specialize in providing comprehensive gift and estate tax planning services tailored for business owners throughout the United States. Our expert team understands the complexities of IRS gift tax regulations and is dedicated to helping you strategically minimize your tax liabilities while preserving your wealth for future generations. Whether you want to navigate gift tax lifetime exemption limits or explore advanced estate planning strategies, we are here to guide you every step of the way.

Seek experienced assistance from qualified gift & estate tax planning professionals at Gibraltar Business Valuations. Call 801-466-4510 or contact us right away to secure your consultation. We serve clients nationwide!

Services

Gift Tax Exemptions for Business Owners

As a business owner, taking full advantage of gift tax exemptions can significantly impact your estate planning. Our team offers in-depth insights into the current IRS gift tax regulations in your state and helps you leverage the maximum annual gift tax exclusion. By understanding your unique business structure and family dynamics, we provide tailored strategies that allow for efficient transfer of assets, ensuring compliance while maximizing your exemptions.

Strategic Estate Tax Planning

Estate tax planning is a crucial aspect of securing your legacy and protecting your hard-earned assets from unnecessary taxation. Gibraltar Business Valuations offers innovative estate tax planning strategies that focus on reducing estate taxes to the bare minimum. Our approach involves careful analysis and implementation of trusts, insurance policies, and other financial instruments designed to shield your estate. Our services are deeply rooted in the specific needs of business owners throughout the U.S., ensuring that your estate plan aligns perfectly with your state laws and federal tax codes.

Business Succession Planning and Tax Implications

Succession planning is vital to ensure the smooth transfer of business ownership and avoid the pitfalls of double taxation on estate gifts. Our skilled professionals at Gibraltar Business Valuations create robust succession plans that not only address the tax implications of inherited business assets but also ensure continuity. By assessing the structure and future goals of your business, we can develop a succession plan that mitigates tax burdens and aligns with your vision for your company’s future.

Family Business Estate Planning

Family businesses often face unique challenges in estate planning, particularly in balancing emotional ties with financial realities. Our team excels at crafting estate plans that prioritize the long-term interests of your family and business. We offer strategies designed to prevent conflicts, ensure equitable distributions, and reduce estate taxes no matter where you are located. By intricately planning family business transitions, we help preserve both family harmony and business viability.

Questions? Contact Gibraltar Business Valuations Today.

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Avoiding Double Taxation on Estate Gifts

One of the critical aspects of estate planning is preventing the scenario of double taxation, which can heavily impact your estate’s value. Through expert guidance on the structuring and timing of gifts, we help you avoid this pitfall. Our planning process emphasizes the importance of aligning gift-making practices with optimal tax positions, ensuring both short-term and long-term fiscal benefits.

Take Control of Your Estate Planning Today

Securing your legacy through effective gift and estate tax planning is a proactive step every business owner should take. At Gibraltar Business Valuations, we are committed to providing exceptional planning services that meet your specific needs in Chicago and throughout the rest of the U.S. Contact us today to schedule a consultation with our expert team and embark on a path toward achieving your estate planning goals. Whether it’s reducing your estate taxes, navigating IRS regulations, or planning for your business’s future, we are here to support your journey every step of the way.

Get the help you need from an experienced gift & estate planning professional near you. Contact us at 801-466-4510 or access our online form without delay to learn more about our services.

Testimonials

“I would highly recommend Gibraltar Business Valuations to anyone needing a valuation of their company.”

[Gibraltar’s] valuation was very precise and thorough, not to mention a fair cost to do so. All banks involved with loan proposals for the ESOP also noted how professional the valuation was completed and left no questions to the amount of the valuation. I would highly recommend Gibraltar Business Valuations to anyone needing a valuation of their company.

– Frank Church, President – FAB TEC, Inc.
“Some of the Best Analysis [We’ve] Seen”

Thank you for the work done on the valuation. My clients appreciate your professional approach and competence. I wanted to add that I had two different banks tell me that they have never read a valuation report so informative and easy to read plain language all the while coupled with some of the best analysis they have seen.

– Cade Konen, CPA/PFS CGMA – Hayden Ross, PLLC
“Knowledgeable and Professional!!”

My firm recently completed a valuation for tax purposes conducted by Gibraltar Business Valuations. The Gibraltar staff was knowledgeable and professional and went to great efforts to understand the unique aspects of our business. They reviewed a tremendous amount of data and applied a number of sophisticated tests to arrive at a value we consider to be very fair and reasonable.

– Michael Morey, Co Chairman- CityPass
“Gibraltar Business Valuations Provides Great Service”

When we had an urgent need for help on a project, Gibraltar Business Valuations stepped-up at a moment’s notice, taking the first available flight to get here as quickly as possible to help us meet a tight deadline. Gibraltar Business Valuations consistently provides quality work, even in challenging circumstances such as a tight deadline. We know we can rely on Gibraltar Business Valuations for professional expertise and service. Scott D. Hampton, Founding Member – Hampton IP

– Scott Hampton
“Significant Improvement Over Our Previous Valuation Firm”

Gibraltar Business Valuations was a significant improvement over our previous valuation firm. They dig deep into the details to really understand our business and our ESOP. Their analysis is superior and reports are highly professional.

– Rex R. Plaizier, President — WesTech Engineering, Inc.
“Insightful and Valuable Valuation Services”

Gibraltar Business Valuations has provided insightful and valuable valuation services, allowing Bunnell to implement an effective strategy in our transition to being employee owned.

– Jeanie Larson, Vice President of Finance — Bunnell, Inc.
“Well-Written Valuation Reports”

Don distinguishes himself by consistently submitting well-written valuation reports. He is highly intelligent and has good analytical and communication skills. I appreciate that Don thinks analytically about the valuation and looks for areas of potential improvement.

– Kevin Franson, CPSM — Franson Civil Engineers
“Gibraltar Business Valuations Brings Attention to Detail to the Valuation Process”

We’ve been very impressed with the level of professionalism and attention to detail that Gibraltar Business Valuations brings to the valuation process. Gibraltar Business Valuations works hard to understand the complexities of our business, much more so than our previous valuators. They dig deep below the surface to discover the unique nature of our company, asking questions and listening carefully to the answers. We find the reports to be very useful in summarizing the opportunities as well as the challenges we face.

– David Harvey, President — Crown Enterprises, Inc. dba Sportsman and Ski Haus