The January 2024 issue of the quarterly digital publication
Perspectives,
from Willamette Management Associates, has been released, and you can access
it if you
click here. Willamette staff members wrote all the articles, and this latest issue
includes:
- “The Applicability of Discounts for Lack of Marketability on Controlling Ownership Interests” (Lerry A. Suarez and Eliza Jones);
- “Higher Interest Rates and Tax Exemptions May Maximize Benefits in Gift and Estate Tax Planning” (Lisa H. Tran); and
- “Key Person Considerations When Valuing Private Companies in a Gift and Estate Tax Context” (Justin M. Nielsen).
Neilsen and Tran also served as editors for this issue.
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