^{Corporate/individual services}

Inheritance tax/gift tax return, stock valuation, inheritance simulation

Inheritance tax and gift tax filing services.
We also offer inheritance simulations in anticipation of inheritance and evaluation of stocks of small and medium-sized enterprises.

Contents of offer

We provide the following services regarding inheritance and gifts.

• Inheritance tax return
• gift tax return
• Inheritance simulation
• Small business stock valuation
  • Stock valuation
  • Discuss when to make a gift based on the evaluation
  • If required, we also provide:
    • Provision of minutes at the time of transfer
    • Transfer Approval Invoice

Target audience

Anyone in any region of the country is eligible.
We will respond online depending on the location.

Inheritance Tax, etc.

Regarding land, etc., we recommend checking the site as much as possible.

Stock valuation

For corporations who want to sell stocks, those who are worried about the appraisal value.
We will be online, so we are subject to people in all areas of the country.

online offer

In principle, meetings, etc., will be handled by ZOOM.
Depending on the situation, we will respond to on-site meetings (transportation expenses will be discussed separately).

Fee

• Bank transfer or credit card payment will be processed after payment.
• Please complete this at least two days before the event date.

Cancellation Policy

・The advance payment at the time of application will not be refunded regardless of the progress after that.
・50% of the fee in the case of cancellation during the evaluation
・80% of the fee in the case of cancellation after evaluation
・100% of the fee after declaration and explanation

About Stock Valuation

Is the stock price of small and medium-sized enterprises the face value?

This kind of scene happens often.

Most of these sales are to third-party individuals.
The transfer to your child has to consider the gift’s rating.

Also, even if you sell to a corporation, you must trade at the market price.
Market value is different from face value.

If a company and an individual make a transaction with a low amount, it will be taxed as a gift to the individual.

SME stocks ‘cannot sell’ but ‘have value’

People often say, “Basically, stocks of small and medium-sized enterprises cannot be sold. Therefore, they have no value.”
Because if you sell it to someone, it will lead to handing over management rights.
But they are taxed as if they were worth it.

But how much would it be worth?
If you are a company that pays dividends, you can compare it with general stocks as a dividend rate.
However, there are also non-dividend companies.

Will you buy non-dividend company shares?
This is one of the reasons why it is difficult to sell.

Stock concentration

While it is difficult to move, stocks cannot continue to operate stably without a certain degree of concentration.

If you own more than two-thirds, you may transfer the business.
You can appoint or dismiss directors if you own more than half of the shares.

flow

Schedule

Please check here for available interview dates.

Application

Please send us an inquiry from the below page.