When Does a Closely Held Business Actually Need a Valuation?
When thinking about business valuation, owners and advisors often associate it with selling a company or commissioning an appraisal for…
Read MoreCategory: succession strategy
The Case for Valuation Discounts in Estate and Gift Planning
Not All Interests Are Created Equal: The Case for Minority Discounts in Estate and Gift Planning A business owner with…
Read More
Estate Planning Lessons
When Good Intentions Go Wrong in Estate Planning: Lessons from the Step-Up in Basis and the Rowland Case For many…
Read More