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Learn how Section 2701 impacts family office succession planning, preferred interests and multigenerational wealth transfers.
Business owners face unique estate planning challenges. Learn how to manage liquidity, taxes, succession and trust strategies for long-term continuity.
WebinarJoin Will Frazier from our Valuation Services team on-demand for part two of our tiered discount webinar services: "Tiered Discounts in the U.S. Tax Court."
These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.
There are important takeaways for valuation in the Sorensen case. This article by Will Frazier, a Weaver 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.
