Date of Death Valuation
Berge Real Estate Appraisers specializes in date of death valuation, sometimes referred to as step up in basis valuation in Southern California.
Estate tax liability.
Many attorneys, accountants, executors, private parties and others have chosen and relied on Berge Real Estate Appraisers for these types of "retrospective" valuations because such appraisals require special expertise.
Real property isn't like publicly traded stock or other items which don't fluctuate in value very much or for which historical public data is available. You need a professional real estate appraiser, bound by the Uniform Standards of Professional Appraisal Practice (USPAP) for a high degree of confidentiality and professionalism, and you need the kind of quality report and work product taxing authorities and courts need and expect.
Please browse our website to learn more about our qualifications, expertise and services offered.