Core Insights
As part of tax planning, a major concern for countless clients and attorneys is what are these or their clients' securities of privately held companies/businesses worth, especially when they have no control over them? The case is often ...
Losing Control
Gifting opportunities in 2024
While there have been dramatic changes in Estate tax laws over the last 20 years, more estate tax reform is highly probable. Under the current tax laws, individual taxpayers can make lifetime gifts of $13.61 million without being subjected to federal taxes ...
Timing and access is everything
Discounts for Lack of MarketabilityDiscounts for lack of marketability represents valuation differences between publicly traded stocks, where a market for selling these securities exists, and privately held stocks, where there is no readily...
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