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Business Valuations › Estate Planning › Tax Planning

Farrell Fritz, P.C.

How Tariffs Impact Business Transfers

Farrell Fritz, P.C. on

The Administration’s tariff policies have contributed to significant volatility in the stock market. Even brief announcements regarding new tariffs often trigger immediate declines in stock prices. This volatility is largely...more

Venable LLP

Whose Value Is It, Anyway?

Venable LLP on

On June 6, 2024, the U.S. Supreme Court issued a unanimous decision in Connelly v. United States affecting the valuation of closely held businesses for estate tax purposes. The Court explained that, for purposes of federal...more

Holland & Knight LLP

House Ways and Means Committee Tax Plan Proposes Changes to Estate Planning

Holland & Knight LLP on

The House Committee on Ways and Means has proposed a tax plan intended to fund President Joe Biden's "Build Back Better" $3.5 trillion infrastructure program. Among the many changes in this proposed tax plan are three that...more

Downey Brand LLP

Valuation Discounts in Modern Estate Planning

Downey Brand LLP on

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

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