Estate & Tax Appraisals

Date-of-Death & Capital Gains

Defensible retrospective valuations of commercial, farm and investment property for executors, solicitors and accountants.

The Appraisers Network prepares estate and tax appraisals of commercial, industrial, agricultural and investment real estate for executors, estate solicitors, accountants and property owners. Each report is completed by a designated AACI, P.App appraiser in accordance with the Canadian Uniform Standards of Professional Appraisal Practice (CUSPAP) and is written to withstand review by the Canada Revenue Agency.

Date-of-Death Appraisals

When an owner passes away, the estate is generally deemed to have disposed of capital property at its fair market value immediately before death. A retrospective appraisal effective as of the date of death provides executors and their accountants with a defensible value for the final tax return and for the equitable distribution of estate assets among beneficiaries.

Capital Gains and Retrospective Appraisals

We provide retrospective valuations as of historical effective dates to support capital gains calculations, including the original acquisition date, a change in use, or a transfer of property to a corporation, partnership or family member. Our reports document the market conditions prevailing at the effective date and the comparable sales relied upon, so that the value conclusion can be readily supported if questioned.

Property Types

Our estate and tax practice is limited to commercial, industrial, farm and agricultural, multi-residential, mixed-use, self-storage, special-purpose and vacant land properties. We do not appraise single-family homes, principal residences or recreational cottages.

Areas Served

With offices in Barrie and Owen Sound, we complete estate and tax assignments throughout Grey, Bruce, Huron, Simcoe, Wellington, Muskoka and the surrounding counties.

Request a quote. Call our Barrie office at 705-791-6135, our Owen Sound office at 519-376-2820, or email info@theappraisersnetwork.com with the property address and the purpose of the appraisal.