Impending IRS Section 2704 Discount Restrictions Anticipated in the Coming Weeks

Family Partnerships and LLCs looking to transfer interest among family members are advised to speak with their estate and tax professionals sooner rather than later as anticipated Section 2704 restrictions are expected to come into play by the end of this summer.

Beating the Odds: Estate Planning and Business Succession

[alert title=”Editor’s Note:” “default”]We’re lucky to have trust and estate attorney Matt Glover join us for our Exit Planning month.  Matt discusses some of the most pressing issues when it comes to planning for a succession – oftentimes the issues we see in our valuation litigation practice when they haven’t been addressed.   -ed.[/alert] . Statistics […]

Underwater: Selling An Unprofitable Company

We occasionally work on a valuation assignment where the subject company has a history of losing money.  We are engaged by a shareholder of the business owner because they are looking to cut their losses and sell.  So what is a company with negative earnings worth? Background In most cases, the value of a “going […]