July 2018 Client Bulletin
Our July 2018 client bulletin takes a look at a little more give in the gift tax, making sure you don’t neglect estate planning, and moving your business to a low-tax state.
gift & estate
October Client Bulletin
Our October 2017 client bulletin takes a look at preparing your kids for financial independence, how a new IRS ruling may rescue estate plans, and the tax court’s approval of the 100% business meal deduction.
Changes to Discounts When Valuing Businesses for Gift & Estate Purposes
The IRS has issued proposed regulations that can have significant effects on the valuation of closely-held business interests for gift and estate tax purposes. Here’s what you need to know in order to act before the rules change…