Four Steps to Valuing an Estate

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ How to Assess the Value of an…

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the…

Understanding the Alternate Valuation Date

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.¹ The executor will…

Choosing a Business Structure

In March 2015, about 679,072 new business had been created in the preceding year.¹ All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure…

What is the Value of Your Business?

In the third quarter of 2017, more than 2,500 small businesses were sold. The median sale price was $225,000, up from $200,000 the year before.¹ As a business owner, ascertaining…

Succeeding at Business Succession

According to a recent study by U.S. Trust, 64% of millionaire business owners over 50 have no formal succession plan.¹ While the number may shock you, it is not surprising…

Trends in Charitable Giving

Tip: Importance of Itemizing. Charitable contributions are deductible only if you itemize deductions on Form 1040, Schedule A. Those who take the standard deduction cannot deduct their contributions. Internal Revenue…

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