Dec 15, 2016 | Closely Held Business, Estate Planning, Featured Events, Featured News and Events, Tax News
On August 2, 2016, the IRS proposed new regulations that would prevent taxpayers from lowering the estate and gift tax value of transferred assets through valuation discounts. If implemented, this proposed regulatory change would ultimately close an estate and gift...
Mar 4, 2013 | Estate Planning, Featured Events, Medical Practices
A carefully thought out and executed estate plan can allow you and your loved ones to minimize taxation and build and preserve wealth. An estate plan not only allows you to determine the future distribution of your assets, it can also potentially reduce or eliminate...
