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Edward A. Vergara

Head of Tax & Estate, HQ Digital LLC

Edward A. Vergara ([email protected]) is Head of Tax & Estate at HQ Digital LLC, a life and wealth management platform launched in 2021 to support the digital asset investor and entrepreneur ecosystem, based in Stamford, Connecticut. Ed advises a broad range of individuals making investment and succession planning decisions, with a focus on digital assets and related businesses, early-stage companies, multi-jurisdictional situations, and transactions with tax-exempt vehicles

 

Edward’s Recent activity

Preferred Partnership Freezes
May 01, 2011
Preferred partnerships (PPs) are very useful and versatile estate planning vehicles that have been around for decades, yet still appear to fly under the radar. From an economic perspective, a PP is often well-suited...
The FLP Quadrilogy
Dec 01, 2009
Estate and gift tax valuation positions associated with family limited partnerships (FLPs) often are challenged by the Internal Revenue Service and somewhat unpredictably adjudicated by the courts. But in the last two...
Gift Tax Cost Depends On Form and Substance
Nov 01, 2009
When it comes to the tax cost of a lifetime gift of property, estate planners often focus on the gift taxable value of the transferred asset and, to that end, on the asset's form. In the international context, the...