In startups and early-stage companies, founders often receive restricted equity grants as compensation for their services. With some planning, founders can potentially lower the taxes they pay on the appreciation of the...more
As 2016 comes to a close, we would like to share with you a number of recent developments affecting trust and estate planning that may be of interest:
Final regulations restricting valuation discounts unlikely to be...more
12/19/2016
/ Business Valuations ,
Capital Gains ,
Estate Planning ,
Estate Tax ,
Family Businesses ,
Generation-Skipping Transfer ,
Gift Tax ,
IRS ,
Repeal ,
Step-Up Basis ,
Tax Reform ,
Trump Administration ,
Year-End Tax Planning
Last week the IRS proposed new regulations that would, in many cases, prohibit the use of certain discounts customarily applied when valuing interests in family-controlled entities, such as corporations, partnerships and...more