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Wonsun Shin Willey

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Tax Principal

Proposed Changes to Valuation Rule

Proposed Changes to Valuation Rule The Potential Impact on Transfers on Closely Held Businesses or Similar Assets Last week on August 3, 2016, the Treasury issued the long anticipated proposed regulations under Internal Revenue Code Section 2704. The proposed [...]

By | August 11th, 2016|Categories: Blog, Tax, Wonsun Shin Willey|0 Comments

Charitable Estate Planning

Charitable Estate Planning Using Charitable Trusts, Donor Advised Plans and Family Foundations for tax advantaged wealth transfer For many individuals and families with substantial wealth, estate planning conversations focus on maximizing after tax value passed on to the heirs [...]

By | October 2nd, 2015|Categories: Blog, Estate & Trust, Wonsun Shin Willey|0 Comments