Retrospective date-of-death valuations for estate tax and stepped-up cost basis
A retrospective valuation as of the date of passing, prepared for estate tax and stepped-up cost basis and supported by market evidence from that date. Every report is delivered by a state certified appraiser in compliance with the Uniform Standards of Professional Appraisal Practice (USPAP).
A value fixed to the date of passing, supported by the evidence
A date-of-death valuation is a retrospective appraisal: it establishes what a property was worth as of the date of passing, not today. That value is what families, CPAs and attorneys rely on for estate tax filings and to set the stepped-up cost basis of an inherited property.
Each retrospective opinion is grounded in market evidence from that date, fully USPAP compliant, and delivered by a state certified residential appraiser licensed in both Oregon and Washington.
WHAT YOU RECEIVE
A retrospective value your CPA and attorney can use
Retrospective valuation
A retrospective opinion of value as of the date of passing, supported by comparable sales from that time.
USPAP compliant report
Prepared in full compliance with the Uniform Standards of Professional Appraisal Practice by a certified appraiser.
Estate tax and basis ready
Documented for estate tax filings and for establishing the stepped-up cost basis of an inherited property.
PREPARED FOR
Families, CPAs and attorneys
Date-of-death valuations are most often relied on by families settling an estate, by CPAs preparing estate tax filings, and by attorneys who need a defensible retrospective value on the record. The report is structured so each can use it with confidence.