Insights & Resources

Asset managers must continue to maintain effective controls and compliance and manage risk as well as build organizational strength and capacity to thrive in today’s competitive environment.

Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.

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.