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The subject of tiered discounts is a controversial one. Taxpayers may view the application of a tiered discount as a means to achieve a better tax result. Those who are already critical of valuation discounts see the additional layer of discounts...
Since the enactment of Internal Revenue Code Section 2703, the U.S. court system and the business valuation community have debated the meaning of that section and how it applies to estate and gift tax valuations. Increasingly, the government is...
Too many colleges have abysmal four-year graduation rates, and this can jack up the cost for parents. Make sure your clients know which ones can get junior across the line in good time.
“What keeps you up at night?” is considered the classic problem that advisors seek to solve for their clients. But often it’s what’s not keeping clients up at night that poses the real threat to their financial well-being.
Many of your retiring clients have two primary looming fears about the coming years: either they’ll outlive their money, or spend too little and die before they can enjoy their money...