September 2016

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IRS Tires of Valuation Disappearing Act

Posted & filed under Blog.

IRS Proposes Regulations Restricting Discounts on Family Transfers Experts have been able to assist families transfer wealth between generations using methods that reduce the value of closely-held entities. By properly drafting the governing documents and deploying some valuation “slight-of-hand”, experts have been able to make 2+2=3. Though this is a great answer for family gifting, the…

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