Article
Executive Resource
Insight Hub
Ext. Publication
Video
Home /
Insights & Resources
Insights & Resources
Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.
- Alternative Investments
- Banking
- Blockchain & Digital Assets
- Construction
- Consumer Products
- Energy Transition
- Financial Services
- Food & Beverage
- General Business
- Government
- Health Care
- Higher Education
- Hospitality & Entertainment
- Industrial Products
- Insurance
- Life Sciences
- Not-for-Profit
- Oil & Gas
- Oilfield Services
- Real Estate
- Renewable Fuels
- Technology
- Transportation & Logistics
- Accounting Advisory
- Artificial Intelligence
- Asset Management Consulting
- Asset Tracing
- Cybersecurity
- Data Privacy
- Digital Transformation
- Energy Compliance
- ESG Strategy & Consulting
- Family Law
- Forensics & Litigation
- Government Consulting
- Health Care Valuation
- IT Advisory
- Risk Advisory
- Transaction Advisory
- Trust & Estate
- Valuation
BrochureTiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.
Will Frazier, Valuation Services, shares his research on Nonmarketable Investment Company Evaluation (NICE) Method with ASA’s Business Valuation Review.
Weaver highlights strategies to consider when planning and executing estate and gift tax and explains why now is the perfect time to act.
Weaver highlights strategies to consider when planning and executing estate and gift tax. Learn why these strategies are optimal for most wealthy estates.
Written for Trust & Estates, Weaver’s Will Frazier discusses the results of the Fifth Circuit opinion in Nelson v Commissioner.
Published in WealthManagement.com, Weaver’s Managing Director in Valuation Services, William Frazier, ASA, provides insight on the continuation of the family limited partnership (FLP) valuation discount.
Created as part of the Tax Cuts and Jobs Act of 2017, the Qualified Opportunity Zone program created tax incentives for certain investments in lower income areas.
The recent declines in the financial markets and in the overall economy present a dramatic shift from a period of historically high valuations to what could potentially be, at least temporarily, historical lows.