Treasury Withdraws Valuation Discount Regs!
On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to…
Read MoreAdvanced Estate Planning, Case Study and Valuation Regulations, pt. 7/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 7 of 8. This video continues focusing on various tax…
Read MoreAdvanced Estate Planning Techniques, Case Study, pt. 6/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 6 of 8. This video focuses on various tax planning…
Read MoreAdvanced Estate Planning Essentials-Asset Protection Planning
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 1 of 8. This video focuses on asset protection planning,…
Read MoreEstate Planning for Business Owners, Management Succession Planning, pt. 4/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 4 of 7. This video focuses on the creation of…
Read MoreNext Business Success(ion) Planning Bootcamp: Planning for the Exit/Landing – June 21!
Please join Wayne Zell for the 4th Business Success(ion) Planning Bootcamp of 2017, Planning for the Exit/Landing, on June 21 at 7:30am at 1775 Wiehle Ave., S. 400, Reston, VA 20191.…
Read MoreLegislation Introduced to Prevent Enactment of Valuation Rules
Sen. Marco Rubio (R-Fla.) and Rep. Warren Davidson (R-Ohio) reintroduced legislation to prevent the IRS from enacting its highly controversial estate valuation discount proposed regulations introduced in August 2016. The…
Read MoreAnother Summary of the Valuation Discount Proposed Regs.
Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities…
Read MoreNew IRS Rules Expected Restricting Valuation Discounts
For a recent, relevant summary of the anticipated IRS regulations restricting the ability to use valuation discounts, please see this August 7th New York Times article.
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