Introduction So far at least, the consensus is that the economy will be relatively stable in 2014. With an average of 140,000 jobs being created each month last year and most economic indicators showing positives, this year should be better…
If you are a business owner, you have undoubtedly asked yourself when is the best time – or how will you know when is the right time – to sell your business? There are a number of factors to consider…
Alternate Valuation The IRS has issued proposed regulations regarding the Alternate Valuation Method. Since the last economic downturn began in late 2007, business appraisers have taken the economic downturn into account in order to value businesses. The advantage of an…
Q: I own a business that is moderately successful and would like to see it passed on to my wife and children. How and when is the best time to start the process or begin planning the transfer? A: The best…
Introduction There are four documents essential in creating a successful estate plan: a Last Will and Testament, a Living Will, a Living Trust and a Power of Attorney. Each one operates independently of the other, yet they are interrelated. The…
FLP Not Includible The Tax Court has ruled that the value of a Family Limited Partnership FLP will not be included in the estate of the decedent. The decedent owned various tracts of wooded property. Held together as one company,…
Q: I have a business which I would like to establish a value for. Is there a commonly used formula or multiple I can use in order to value my business? A: Quite simply, there is no easy way under…
Q: Where is the best place to store estate plan documents? A: The best place to store estate plan documents is in a secure location that others know of and that is easily accessible. Storing the documents in a safe…
Buying and selling a business is a significant transaction for both the buyer and seller. For many, it’s a once in a lifetime event. The process can be exciting and financially rewarding, or frustrating and an economic failure. Success or…
The Tax Court ruled that an estate was not entitled to a deduction for a settlement payment in a case where an estate faced a will contest and ended the case with a settlement. In this case the estate went…
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