Business Succession

Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities

Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the ...
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The Benefits of Proper Estate Planning (Updated February 2023)

To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...
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The Time to Act is Now For Incredible Tax Planning Opportunities

What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift ...
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Estate & Trust Disputes: Common Types and How to Avoid Them

Disputes over a loved one’s estate or trust can be incredibly destructive to both assets and relationships. They can also result in the destruction of ...
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Planning – Especially Important for Business Owners

Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if ...
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