Our Knowledge Base

Federal regulations are constantly changing. You need the documentation for valuations that pass the IRS requirements to be clear and justifiable. That’s where our expertise comes in. Feel free to peruse our knowledge base to educate you on the regulatory environment and other questions related to IRA and other valuations and reviews.

Frequently Asked Questions

Our most common questions regarding Valuations and Reviews.  Read More →

Insight from Our Valuation Experts

Why Do I need an IRA Valuation

Why do I need an IRA valuation of the assets in my account?

The Internal Revenue Service ("IRS") requires that a fair market…
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What types of assets need a fair market valuation?

All assets held in IRA accounts must be valued at fair market…
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IRA Valuation Risks

What are the risks of not getting a proper IRA valuation of the assets in my account?

The Internal Revenue Service (“IRS”) is aware of IRA valuation…
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What type of IRA valuation company should complete the appraisal of my IRA assets?

The Internal Revenue Service (“IRS”) requires that the annual…
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How do I get a third-party IRA valuation of my IRA assets?

A qualified, independent, third-party IRA valuation expert should…
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IRA Valuation Key Dates

What are the key dates for the annual IRA valuation of my assets?

IRA Trustees and Custodians are required to report the values…
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