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  • QuickRead Featured - Valuation/Appraisal

    When Should an Appraisal be Attached to a Return?

    January 13, 2016

    Disclose Now or Later? There is no requirement to attach an appraisal for an estate of gift tax return, but having been involved with the classification of returns at the Cincinnati Service Center located across the river in Covington, Kentucky, I want to share my thoughts on when it is appropriate to attach an appraisal done for gift and estate tax purposes.

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