Our private client practice serves the needs of high net worth individuals or families that need valuations primarily for tax purposes. This includes private clients engaged in estate planning or charitable gifting. Pluris works closely with the client’s advisors on these transactions, whether financial planners, family office staff, accountants or attorneys. Top estate planning attorneys nationwide rely on Pluris for their largest clients and most intricate valuation matters.
Pluris stays constantly updated as to the latest revenue rulings, revenue procedures, and guidance from the Tax Court or higher courts on tax valuation matters. To learn more about our efforts in this regard, sign up for our periodic Valuation Case Alerts or email us at firstname.lastname@example.org.