The FLP Valuation Discount Is Here to Stay… for Now

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. 

  • “The House Ways and Means Committee’s attempt to legislate family limited partnership (FLP) valuation discounts out of existence has failed. On Oct. 28, the tax writers of the $1.75 trillion Build Back Better bill (also known as H.R. 5376) signaled that they didn’t plan to move forward with changes to the estate tax, grantor-retained annuity trusts and valuation discounts. Once again, the FLP valuation discount has shown its resilience.”

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