Retrospective / Step-Up Basis Valuations

RETROSPECTIVE / STEP-UP BASIS VALUATIONS

Accurate Historical Valuations for Tax and Estate Planning

Retrospective or step-up basis valuations determine a home’s value as of a specific date in the past—often required after inheritance, gifting, or trust transfer.

As an experienced appraiser with deep local market knowledge, I provide fair, well-supported historical valuations used for IRS reporting, tax planning, and estate documentation.

When These Valuations Are Needed

  • Establishing a stepped-up tax basis
  • Capital gains calculations
  • Trust and estate planning
  • Gifting property
  • Family buyouts or equalization
  • Sell-or-hold analysis

How Retrospective Valuations Work

  • Historical comparable sales
  • Adjustments reflecting the market at that time
  • Clear explanation of methodology
  • Optional current valuation for today’s decision-making

What’s Included

  • Retrospective market research
  • Adjustment-supported valuation
  • Fair-market value for the required date
  • USPAP-compliant reporting

Service Area

Proudly serving Anaheim Hills, Yorba Linda, Orange, Villa Park, Anaheim, Orange County, and parts of surrounding counties.

Ready to Begin?

Submit your request through the Appraisal Intake Form.

Bilingual Support Available