CPAs and
Fiduciaries

Estate and trust valuations aren’t just about numbers—they directly impact tax
liability, basis calculations, and settlement outcomes. In the world of CPAs and
fiduciaries, appraisal choices determine whether you stand on solid ground or
shaky footing.

Why Most Appraisals Fall Short

• General-purpose or lending-format reports (like a Fannie Mae 1004) are
  not designed for estate and trust purposes.
• These reports often fail to meet the defensibility standards required if the
  matter goes to IRS review, mediation, or court.
• Using the wrong report format can put your client - and your reputation - at risk.

Validox.RED provides many types of CPA-centered valuations including a
proprietary Restricted Use Appraisal Review Report built specifically for estate,
trust, and settlement matters. This best-selling report provides key benefits such as:

• Defensibility – designed to hold up under IRS, audit, or courtroom scrutiny.
• Integrity-based Scope of Work- CPA’s and their clients get confirmation of the
  quality of and adherence to Uniform Standards that govern appraisal integrity
• Risk Reduction – can assist in reducing risk exposure for CPAs, fiduciaries, and their clients.

Each ValidoxRED valuation is built on comprehensive principles that withstand
scrutiny and support success.

• The correct effective date (date of death, transfer, or other triggering event) is
  critical.
• We deliver retrospective, current, or multiple valuations as needed to align with tax
  and settlement requirements.
• Our reports rely on market data from the exact period required, ensuring accuracy
  and compliance.

Whether you need a formal appraisal, a second opinion, or expert witness rebuttal testimony, Validox.red delivers valuations that are defensible, timely, and tailored to your case strategy. We understand the importance of clarity, independence, and precision in legal contexts and we bring those values to every engagement

• Litigation-tested expertise in real property damages and valuation disputes.
• Reports that are accurate, credible, and persuasive—not just paperwork.
• Our team specializes in simplifying and delivering valuation services that equip
  CPAs with clear, actionable answers for their clients.