LREP > IV. SPECIFIC
EP TOPICS > C. Valuation
As mentioned on my
Home Page, I am very thankful and honored that Legal
Research for Estate Planners (LREP) has evolved to a
national resource on estate planning (with reviews provided
by many fellow practitioners) from its single page
beginning. To allow efficient research, LREP is divided into
six (6) systematic categories, descending from more general
estate planning (EP) research information to more specific,
practical information on estate planning. This LREP
subcategory of EP TOPICS features gross estate and gift
valuation resources. I hope that you find this category of
sites helpful.
1. Organizations
Valuation
of Business Property Virtual Committee - ABA RPPT
Section Group on Business Planning (John DeBruyn, Committee
Chair; "Recent Developments," "Selected Web Resources," and
more)
American Society of Appraisers
International Society of Appraisers
2. Business Valuation
Valuation Resources for Business Appraisers
- ValuationResources.com (Jerry O. Peters, editor) (superb
categories, links, and resources)
Management Planning, Inc. (Princeton, NJ)
(excellent)
SPAR (Securities
Pricing and Data Research, Inc.) (excellent, with incredible
"Resources" including "Partnership Trades," an "Appraisal
Library," a "Custodian Guide," "Useful Links," and "Expert
Advisors") (9/30/2000)
Mercer Capital Management, Inc. (Memphis)
(excellent site with numerous free articles)
Trugman Valuation Associates, Inc. (Morris
Plains, NJ)
Appraisal Economics, Inc. (NJ)
(10/11/2003)
NVST.com®
(fee-based business valuation resources such as BIZCOMP, a
database of thousands of business sales)
3. Stock Valuation
Estate Valuations and Pricing Systems, Inc.
(excellent "Mail-in" service that provides stock valuations
at approximately $3 per report (generally cheaper than
spending the time to value even exchange-listed securities))
(9/30/2000)
U.S. Securities and Exchange Commission
(SEC)
Hoover's® On-line
Stock
Market Yellow Pages
(10/11/2003)
Investor Home -
MSN® MoneyCentral™
The Financial Center Home
4. Real Property Valuation Sites
(6/8/2003)
Florida Property Appraisers
- Florida Department of Revenue (free searches of some
Florida appraisers' records) (
6/21/2001)
Asessor/Appraisal Web Sites - International Association
of Assessing Officers
(IAAO)
(6/8/2003)5. Other Gross Estate Valuation Sites
U.S. Savings Bonds Online
- Bureau of the Public Debt (U.S. Treasury) (free savings
bond calculator, wizard, and more) (7/28/2001)
My Savings Bonds
("Your Savings Bond resource"; retail software program that
tracks bond portfolios) (7/28/2001)
Estates, Evaluations & Estimates
(EEE)
Christie's (famous
auction house)
Sotheby's (another
famous auction house)
Kelley Blue Book
(retail automobile value, which is generally the gross
estate inclusion value)
Financial Data Services, Inc.
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