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These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.
Tiered 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 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.
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.