FVS estate and gift toolkit

Estate and gift valuation plays a pivotal role in legal, financial, and tax planning, ensuring that assets are fairly distributed, tax liabilities are accurately determined, and financial legacies are preserved. This toolkit will serve as an invaluable resource to keep you up to date on the latest guidance.

Empire state building at sunrise
Estate and Gift Valuation Case Law Directory
May 05, 2026
129.9 KB
Overhead view of design team having project meeting in office
Navigating H.R. 1 (OBBBA) and TCJA Extensions: A Strategic Guide for Valuation Analysts
Mar 05, 2026
1.7 MB

Stay Sharp on Estate Valuation & Tax Issues

Quickly find relevant case law and understand evolving tax legislation with these two essential tools for valuation professionals.

Stay Sharp on Estate Valuation & Tax Issues

Quickly find relevant case law and understand evolving tax legislation with these two essential tools for valuation professionals.

    Tools and Practice Aids

    Empire state building at sunrise
    Estate and Gift Valuation Case Law Directory
    May 05, 2026
    129.9 KB
    progression of building a paper plane
    Estate and gift valuation case law - key takeaways from the 2025 webcast
    Apr 27, 2026
    1.3 MB
    PPP After Enactment of the Economic Aid Act
    Business Valuations for Estate and Gift Tax Purposes Practice Aid
    May 04, 2025

    Tools and Practice Aids

    Empire state building at sunrise
    Estate and Gift Valuation Case Law Directory
    May 05, 2026
    129.9 KB
    progression of building a paper plane
    Estate and gift valuation case law - key takeaways from the 2025 webcast
    Apr 27, 2026
    1.3 MB
    PPP After Enactment of the Economic Aid Act
    Business Valuations for Estate and Gift Tax Purposes Practice Aid
    May 04, 2025

      Webcast archive

      Abstract glowing swirl background
      Valuation for estate and gift tax issues – what to know in 2026 | FVS webcast archive
      May 05, 2026
      1:28:47
      construction and real-estate abstract
      Estate and gift valuation case law - key takeaways | FVS webcast archive
      Mar 04, 2025
      1:19:56
      origami flower being picked
      Valuation strategies and considerations for estate and gifting purposes | FVS webcast archive
      May 03, 2021
      1:28:35
      Man working at desk
      Estate and gift tax valuation, including valuation of family limited partnerships (FLPs), and buy-sell agreements | FVS webcast archive
      Nov 24, 2020
      19:04

      Webcast archive

      Abstract glowing swirl background
      Valuation for estate and gift tax issues – what to know in 2026 | FVS webcast archive
      May 05, 2026
      1:28:47
      construction and real-estate abstract
      Estate and gift valuation case law - key takeaways | FVS webcast archive
      Mar 04, 2025
      1:19:56
      origami flower being picked
      Valuation strategies and considerations for estate and gifting purposes | FVS webcast archive
      May 03, 2021
      1:28:35
      Man working at desk
      Estate and gift tax valuation, including valuation of family limited partnerships (FLPs), and buy-sell agreements | FVS webcast archive
      Nov 24, 2020
      19:04
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