When the IRS Examines Your Client's Estate, Will the Valuation Hold Up?
Large estates face IRS examination rates above 20%. ETG delivers business valuations built to withstand that scrutiny. Qualified appraisals that establish fair market value, support adequate disclosure, and hold up under audit.
Led by Scott Abels, CPA, CVA, combining 35+ years of Fortune 500 financial rigor with deep expertise in estate, trust, and gift tax valuations for Texas families and their advisors.
Free Report
The 6 Issues That Trigger IRS Pushback in Estate & Gift Cases
What to check before your next valuation filing. A quick-reference guide for trust and estate attorneys.
No spam. Your information stays private.
Check Your Inbox
Your copy of the report is on its way.
Download Now: You can access a copy of the report immediately using this link.
Valuation Services
Specialized in the three critical areas where accurate business valuation protects your clients and ensures IRS compliance.
Estate Tax Valuation
Fair market value determinations for business interests in taxable estates, including closely-held companies, FLPs, and community property. Built to survive IRS examination.
Learn more →Gift Tax Valuation
Qualified appraisals for lifetime transfers of business interests. FLP transfers, adequate disclosure for gift tax reporting, and establishing the statute of limitations on IRS review.
Learn more →Trust Valuation
Valuations for trust funding, distributions, and administration. GRATs, SLATs, IDGTs, and charitable trusts. Defensible numbers that fulfill fiduciary duties and satisfy IRS requirements.
Learn more →Why Estate Attorneys Choose ETG
The CPA + CVA Advantage
Most business appraisers have one credential. Scott holds both CPA and CVA, combining deep financial fluency with rigorous valuation methodology. The result: valuations grounded in how businesses actually operate.
IRS Audit Defense
Every valuation follows Rev. Rul. 59-60 and AICPA standards. When the IRS examines a return, we stand behind our work. Ready to defend methodology, assumptions, and conclusions.
Built for Your Workflow
Direct access to the Principal, not a junior analyst. Draft reports shared for your review. Clear timelines, proactive updates, and final deliverables structured for Form 706 or Form 709 filing.
“Audit defense gives my clients peace of mind and Scott's combined CPA and CVA experience makes his work especially rigorous.”
— David Spray, President, ExportAdvisors.com
Ready to Get Started?
Whether you're an estate planning attorney, CPA, or financial advisor, we will walk you through the process and answer your questions. No obligation.