estate and trust

IRS Withdraws Proposed Estate Tax Valuation Rules

IRS Withdraws Proposed Estate Tax Valuation Rules On October 4, 2017, the Treasury Department announced that it would withdraw the proposed regulations under Internal Revenue Code Section 2704.  IRS formally withdrew the proposed regulations in FR Doc. 2017-2776 filed [...]

By | October 25th, 2017|Categories: Blog, Estate & Trust, Tax, Wonsun Shin Willey|Tags: , , |0 Comments

Top 40 Succession Planning Tips

Top 40 Tips for Succession Planning Whether you’re a business owner planning for retirement or an individual planning for your family’s future, it’s important to have a good succession plan. Having a well-developed succession plan can help ensure your [...]

By | March 13th, 2017|Categories: Blog, Estate & Trust|Tags: , , |Comments Off on Top 40 Succession Planning Tips