For most family business owners, the old way of discount planning has become perishable.
For many years, closely-held business owners routinely heard estate planners advise them to give or sometimes sell family members’...more
1/9/2019
/ Business Ownership ,
Business Valuations ,
Buyers ,
Controlling Stockholders ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Stocks ,
Tax Exemptions ,
Tax Planning ,
Transfer Taxes ,
Voting Rights
No contest clauses are an ever-evolving area of the probate law in California. The Court of Appeal further refined the rules governing no contest clauses in a decision issued last week, Aviles v. Swearingen (2017) ___...more
President Trump promised and will pursue tax reform, but Congress must agree to any proposal. For the most part, a majority vote in both houses would allow tax reform for about a decade, and at least sixty Senate votes would...more
9/27/2017
/ Business Plans ,
Business Succession ,
Death Tax ,
Estate Planning ,
Estate Tax ,
Family Businesses ,
Farms ,
Federal Taxes ,
Generation-Skipping Transfer ,
Gift Tax ,
Succession Planning ,
Tax Exemptions ,
Tax Planning ,
Tax Reform ,
Transfer Taxes ,
Trump Administration