Contra Costa County
Alternate valuation date
When advisors are considering or using an alternate valuation date and need a residential appraisal tied to that confirmed date.
In Contra Costa County, timing and documentation problems span west-county stock, Lamorinda hillsides, central suburbs, inland communities, and Discovery Bay, each with its own sales history and records quirks. Alternate valuation date is one of the timing and documentation situations that regularly shows up in estate work here.
Alternate valuation dates belong to the attorney or CPA’s call; the appraisal follows the date they confirm.
For this Contra Costa County situation, have counsel or the CPA confirm the alternate date in writing before the appraisal is scoped.
Alternate valuation date is a legal/tax timing question first. Once advisors confirm the date, James can appraise to it.
James provides independent residential appraisal for appropriate retrospective and current assignments. He does not provide legal, tax, title, or estate-administration advice; effective dates and intended use should be confirmed with the attorney, CPA, and other Core 4 professionals.