{"id":553,"date":"2020-01-14T09:00:42","date_gmt":"2020-01-14T14:00:42","guid":{"rendered":"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/?p=553"},"modified":"2020-06-04T14:51:56","modified_gmt":"2020-06-04T18:51:56","slug":"why-do-i-need-a-valuation-estate-planning","status":"publish","type":"post","link":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/why-do-i-need-a-valuation-estate-planning\/","title":{"rendered":"Why do I Need a Valuation? Estate Planning"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][alternating_content_container]\t<div class=\"alternating-content-item-wrapper bg-light\">\n\t\t\t\t\t\t\t\t\t<div class=\"alternating-content-item-image center-center\" style=\"background-image: url('https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/01\/Why-do-I-Need-a-Valuation-Estate-Planning-LG-800x533.png'); background-size: contain;\"><\/div>\n\t\t\t\t\t\t\t<div class=\"alternating-content-item-content-container\">\n\t\t\t<div class=\"alternating-content-item-inner\">\n\t\t\t\t\t\t\t\t\t<span class=\"alternating-content-item-decor\">\n\t\t\t\t\t\tBlog\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"alternating-content-item-heading\">\n\t\t\t\t\t\tWhy Do I Need a Valuation? Estate Planning\t\t\t\t\t<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"alternating-content-item-content\">\n\t\t\t\t\t\t<p>Entrepreneurs must establish proper values of their businesses, not only to satisfy tax requirements, but also to ensure an orderly transition and distribution of assets for their family members. Learn the ins and outs of this process and how it relates to estate planning in the latest Davis Martindale blog.<\/p>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n[\/alternating_content_container][basic_container container_size=&#8221;container container-narrow&#8221;][vc_column_text]\u201cIn this world, nothing can be said to be certain except death\u00a0and taxes\u201d. This enduring phrase, written in a letter from Benjamin Franklin to Jean-Baptiste Leroy is arguably more relevant to our modern society than when it was first written in 1789 .<\/p>\n<p>Unsurprisingly, a lot has changed in the past 230 years, including increasingly complicated legislation regarding estates, inheritance and taxation. The purpose of this blog is to shed some light on estate planning, and to provide business owners with an understanding of how they can best shelter their estate from unwanted taxes, interest and penalty inclusions.<\/p>\n<p>The Canada Revenue Agency (\u201cCRA\u201d) imposes capital gains tax upon death. Section 70(5) of the Income Tax Act states that an individual is deemed to have immediately sold all capital assets at fair market value upon death. A well-planned estate, however, may provide a tax shelter for the business owner from these unwanted income inclusions. An estate freeze, incorporating the Lifetime Capital Gains Exemption, is one such strategy.<\/p>\n<h4>There are two main types of estate freezing strategies:<\/h4>\n<ul>\n<li><strong>Section 85 Rollover<\/strong> (aka Holding Company Freeze): A holding company is incorporated and the common shares are transferred to the holding company in exchange for debt or preference shares with an equivalent value.<\/li>\n<li><strong>Section 86 Rollover<\/strong> (aka Internal Freeze): Principally the same as a section 85 rollover, but without a new holding company. The corporation undergoes a capital reorganization, and the existing shareholder exchanges their common shares for debt or preference shares with equivalent value.<\/li>\n<\/ul>\n<p>Other parties (children or trusts) can then subscribe for new common shares, to which any future growth will accrue.<\/p>\n<p>Setting the value of the company may be a critical component for an effective rollover. Getting an independent valuation from a Chartered Business Valuator (\u201cCBV\u201d) or other accounting professional is key to the success of the estate freeze because it may allow the shareholders to take advantage of a price adjustment clause, if the value is later scrutinized by the CRA.<\/p>\n<p>A price adjustment clause can act as an \u201cinsurance policy\u201d against adverse tax consequences by allowing you to revise the value if the CRA disagrees with your original fair market value calculation. One of the required conditions for gaining access to the price adjustment clause is that you have made a \u201cfair and reasonable attempt\u201d to determine the fair market value of the assets of the business.<\/p>\n<p>It is worth noting that the CRA considers it insufficient to simply rely on generally accepted valuation methods. A valuation must be performed with a \u201ccomplete examination of relevant facts\u201d. If the CRA deems that you have not made a reasonable attempt, you do not gain access to the price adjustment clause. In order to avoid any potential adverse tax consequences, it may be considered best practice to obtain a formal valuation.<\/p>\n<h4>Value-Related Information for Estate Planning<\/h4>\n<p>CBV\u2019s may provide business owners with additional value-related information to ensure their families are compensated fairly upon the business owner\u2019s death. These may include:<\/p>\n<ul>\n<li>Establishing proper value for tax purposes;<\/li>\n<li>Helping set the price of the business when selling to a third party; and<\/li>\n<li>Assisting with the estate transfer voting shares to family members.<\/li>\n<\/ul>\n<p><strong>If you and your family are in a situation that requires consultation for estate planning, <a href=\"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/services\/business-valuation-services\/\">give the experts at Davis Martindale a call<\/a>. We\u2019d love to work with you.<\/strong>[\/vc_column_text][\/basic_container][basic_container container_size=&#8221;container container-narrow&#8221;]<div class=\"templatera_shortcode\"><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"basic-container row   \" >\n\t<div class=\"bg-overlay none\"><\/div>\n\t<div class=\"container\">\n\t\t\t<div class=\"text-left\">\n\t\t<a class=\"general-button btn  btn-info \" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/subscribe\/\" rel=\"\" target=\"\" title=\"Subscribe\">\n\t\t\tSubscribe to Davis Martindale's Valuation Blogs\t\t<\/a>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"basic-container row   \" >\n\t<div class=\"bg-overlay none\"><\/div>\n\t<div class=\"container\">\n\t\t\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h4><strong>Co-Authors<\/strong><\/h4>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"basic-container row   \" >\n\t<div class=\"bg-overlay none\"><\/div>\n\t<div class=\"container\">\n\t\t<div class=\"vc_empty_space\"   style=\"height: 25px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><div class=\"vc_row wpb_row vc_inner vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><!DOCTYPE html PUBLIC \"-\/\/W3C\/\/DTD HTML 4.0 Transitional\/\/EN\" \"http:\/\/www.w3.org\/TR\/REC-html40\/loose.dtd\">\n<html><body><div class=\"wpb_single_image wpb_content_element vc_align_center wpb_content_element\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper vc_box_border  vc_box_border_grey\"><img decoding=\"async\" class=\"vc_single_image-img \" src=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Louise-Poole-2-2020-200x200.jpg\" width=\"200\" height=\"200\" alt=\"Head shot of Louise\" title=\"Louise Poole - Valuation &amp; Litigation Partner - Davis Martindale\" loading=\"lazy\"><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/body><\/html>\n\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h5 style=\"text-align: center;\"><a href=\"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/team-members\/louise-poole\/\">Louise Poole<\/a><\/h5>\n<p style=\"text-align: center;\">CPA, CA, CBV, CFF<strong><br \/>\nPartner<br \/>\nValuation &amp; Litigation<\/strong><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><!DOCTYPE html PUBLIC \"-\/\/W3C\/\/DTD HTML 4.0 Transitional\/\/EN\" \"http:\/\/www.w3.org\/TR\/REC-html40\/loose.dtd\">\n<html><body><div class=\"wpb_single_image wpb_content_element vc_align_center wpb_content_element\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper vc_box_border  vc_box_border_grey\"><img decoding=\"async\" class=\"vc_single_image-img \" src=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Tyler-Kelly-2-2020-200x200.jpg\" width=\"200\" height=\"200\" alt=\"Head shot of Tyler\" title=\"Tyler Kelly - Valuation Associate - Davis Martindale\" loading=\"lazy\"><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/body><\/html>\n\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h5 style=\"text-align: center;\"><a href=\"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/team-members\/tyler-kelly\/\">Tyler Kelly<\/a><\/h5>\n<p style=\"text-align: center;\">CPA<strong><br \/>\n<\/strong><strong>Associate<br \/>\nValuation<\/strong><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><\/div>\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>[\/basic_container][\/vc_column][\/vc_row][vc_row][vc_column][basic_container container_size=&#8221;container container-narrow&#8221;][vc_column_text]<strong>Information Sources:<\/strong><\/p>\n<p>1-\u00a0 Curiously enough, Benjamin Franklin was not the first to use the phrase \u201cdeath and taxes\u201d. According to literature scholars, the first written record of the phrase was by Christopher Bullock, an English actor, nearly 75 years earlier.[\/vc_column_text][\/basic_container][\/vc_column][\/vc_row][vc_row][vc_column][basic_container container_size=&#8221;container-fluid&#8221;]<div class=\"templatera_shortcode\"><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\t<div class=\"row\">\n\t\t<div class=\"general-cta background-image-loading   image   bg-center\"  data-src=\"<149:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-450x150.jpg,<319:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-960x320.jpg,<479:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1440x480.jpg,<767:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,<991:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,<1199:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,<1399:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,>1400:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg\">\n\t\t\t\t\t\t<div class=\"general-cta-overlay overlay-primary\"><\/div>\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row\">\n\t\t\t\t\t<div class=\"general-cta-box\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"general-cta-content\">\n\t\t\t\t\t\t\t\t<h2 style=\"text-align: center;\">Work With Us<\/h2>\n<p style=\"text-align: center;\">Our Valuation Advisors are ready to have<br \/>\na personalized discussion with you.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"general-cta-button\">\n\t\t\t\t\t\t\t\t<a href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/services\/business-valuation-and-litigation\/\" target=\"\" class=\"btn btn-primary \" title=\"Business Valuation Services\">\n\t\t\t\t\t\t\t\t\tLearn More\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t    \t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/div>[\/basic_container]<div class=\"clearfix global-margin-y\"><\/div>[\/vc_column][\/vc_row][vc_row][vc_column][basic_container]<div class=\"post-listing blogs-items blogs-no-category-sidebar blogs-items-layout-\"\">\r\n\t\t\t\t\t\t\t\t\t<a class=\"post-listing__item\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/valuation-earnings-adjustments\/\">\r\n\t\t\t\t<div>\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"post-listing__item__image\" style=\"background-image: url(https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/08\/Valuation-Earnings-Adjustments-LG-622x622.png)\"><\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t\t<h2 class=\"h3 post-listing__item__title\">\r\n\t\t\t\t\t\tUnderstanding Valuation Earnings Adjustments\t\t\t\t\t<\/h2>\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t<p>Valuations are prepared on the notion that value is prospective; in other words, the value of a business or asset is based on the returns ...<\/p>\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t<span class=\"btn btn-primary btn-sm post-listing__item__button\">Read More<\/span>\r\n\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\t\t\t<a class=\"post-listing__item\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/business_valuation_engagement_joint_retainer\/\">\r\n\t\t\t\t<div>\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"post-listing__item__image\" style=\"background-image: url(https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/06\/Engagement-Process-Part-2-768x768.png)\"><\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t\t<h2 class=\"h3 post-listing__item__title\">\r\n\t\t\t\t\t\tThe Process of a Business Valuation \u2013 Engagement by Multiple Parties\t\t\t\t\t<\/h2>\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t<p>Chartered Business Valuators (\u201cCBV\u201d) are often jointly retained by parties in an attempt to identify and resolve issues in dispute. When properly conducted, joint engagements ...<\/p>\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t<span class=\"btn btn-primary btn-sm post-listing__item__button\">Read More<\/span>\r\n\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\t\t\t<a class=\"post-listing__item\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/business_valuation_engagements\/\">\r\n\t\t\t\t<div>\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"post-listing__item__image\" style=\"background-image: url(https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/06\/Engagement-Process-Part-1-747x747.png)\"><\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t\t<h2 class=\"h3 post-listing__item__title\">\r\n\t\t\t\t\t\tThe Process of a Business Valuation \u2013 Engagement by One Party\t\t\t\t\t<\/h2>\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t<p>You\u2019ve decided to engage a Chartered Business Valuator (\u201cCBV\u201d) to value your business. Perhaps you\u2019re looking to\u00a0sell your business\u00a0and want to get an idea what ...<\/p>\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t<span class=\"btn btn-primary btn-sm post-listing__item__button\">Read More<\/span>\r\n\t\t\t\t\t\t\t<\/a>\r\n\t\t\r\n\t\t\t\t\t<div class=\"blogs-paging\">\r\n\t\t\t\t<div class=\"nav-previous\"><\/div>\r\n\t\t\t\t<div class=\"blog-page-count\">\r\n\t\t\t\t\t<a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/\">1<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/2\/\">2<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/3\/\">3<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/4\/\">4<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/5\/\">5<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/6\/\">6<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/7\/\">7<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/8\/\">8<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/9\/\">9<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/10\/\">10<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/11\/\">11<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/12\/\">12<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/13\/\">13<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/14\/\">14<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/15\/\">15<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/16\/\">16<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/17\/\">17<\/a>\t\t\t\t<\/div>\r\n\t\t\t\t<div class=\"nav-next\"><a href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/553\/page\/2\/\" >Next<\/a><\/div>\r\n\t\t\t<\/div>\r\n\t\t\t<\/div>\r\n[\/basic_container][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"Blog The Benefits and Pitfalls of Jointly Retained Engagements This blog outlines the six important steps to your business valuation engagement with Davis Martindale Advisory Services. You\u2019ve decided to engage a Chartered Business Valuator (\u201cCBV\u201d) to value your business. Perhaps you\u2019re looking to\u00a0sell your business\u00a0and want to get an idea what it may be worth. [...]","protected":false},"author":2,"featured_media":2877,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-553","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-valuation-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Why do I Need a Valuation? Estate Planning - Davis Martindale<\/title>\n<meta name=\"description\" content=\"Find the ins and outs of establishing proper business value to satisfy tax requirements and orderly transition &amp; distribution of assets for estate planning.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why do I Need a Valuation? 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