Leveraging QPRTs in a High Interest Rate Environment -
A Qualified Personal Residence Trust, or “QPRT” is a planning strategy specifically authorized in the Internal Revenue Code that allows an individual to remove a...more
The current economic environment may be an opportune time to implement certain planning techniques that could be enormously beneficial to you and your family from an estate and tax planning perspective. There are at least...more
The Internal Revenue Service (IRS) released regulations on August 2, 2016 that would limit the use of discounts when valuing interests in family entities for estate, gift and generation-skipping transfer tax purposes. If...more
8/10/2016
/ Bright-Line Rule ,
Business Valuations ,
Closely Held Businesses ,
Estate Tax ,
Family Businesses ,
Generation-Skipping Transfer ,
IRC Section 2704 ,
IRS ,
Limited Liability Company (LLC) ,
Limited Liability Partnerships ,
Transfer Taxes ,
Wealth Management