Valuation Disputes
Many of the largest federal tax disputes turn on one question: what was the property worth? Stone Tax Counsel represents clients in valuation disputes with the IRS, from the audit through trial in the U.S. Tax Court.
Matters We Handle
Charitable contributions of real property, conservation easements, business interests, and other property
Estate and gift tax valuations, including discounts for minority interests and limited marketability
Real property valuations that depend on development potential or mineral rights
Business and partnership interests that are transferred, contributed, or reported on a return
Valuation penalties tied to these disputes
Our Approach
Valuation cases are won on the strength of the evidence and the experts who explain it. We work with appraisers early to test assumptions and methods before positions are fixed, and we develop the valuation and penalty defenses together.
Experience
William A. Stone III has litigated valuation disputes in the Tax Court and has written extensively for Tax Notes on how the court applies valuation principles.
Contact Stone Tax Counsel
To discuss a matter, complete the form below or call (404) 494-0918. The firm works with clients nationwide.