website-name.lbi C. P. Schumann, P.C.
Business Valuation, Accounting, and Litigation Support

Charitable Contributions

Charitable Contributions

Charitable contributions of closely held stock must be valued if the gift amount exceeds $5,000 and the appraiser must sign a form which is submitted along with the individual’s federal income tax return. As mentioned earlier, the valuation consultant must be familiar with the Internal Revenue Service rules as a basis for proper business valuation.

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