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Professional Note Appraisal Templates

These note appraisal templates will help you with the annual FMV reports required by the custodian of your qualified accounts as well as for estate planning, IRS purposes, rollovers, divorces, and many more. Three templates included: 1) secured notes, 2) unsecured notes, and 3) for notes that need valuations based upon a prior time period (i.e. when a note holder died years ago and the value of the estate needs to be determined)

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