News Category: estate and gift taxation
31
/ October
2012
IRS withdraws Wandry appeal, leaving open the question of defined value clauses
Posted in: BVWire News
Written by: David
Categories: appraisal standards and regulations estate and gift taxation tax valuations
Tags: IRS regulations
Categories: appraisal standards and regulations estate and gift taxation tax valuations
Tags: IRS regulations
29
/ June
2012
IRS offers estate and tax lawyers "tweets," if not guidance on FLP appeals or expert penalties
Posted in: Business Valuation Law News
Written by: David
Categories: estate and gift taxation expert testimony federal taxation
Categories: estate and gift taxation expert testimony federal taxation
02
/ May
2012
Estate of Kelly case offers great guidance for FLP clients
Posted in: Business Valuation Law News
Written by: David
Categories: estate and gift taxation federal taxation
Categories: estate and gift taxation federal taxation
27
/ January
2012
Yet another tax reform proposal targets discounts for lack of marketability--at least for non-business assets
Posted in: BVWire News
Written by: David
Categories: discount for lack of marketability (DLOM) discounts & premiums estate and gift taxation
Tags: discount for lack of marketability (DLOM)
Categories: discount for lack of marketability (DLOM) discounts & premiums estate and gift taxation
Tags: discount for lack of marketability (DLOM)
06
/ December
2011
Latest ‘Bad Facts’ FLP Case Emphasizes Poor Planning
Posted in: Business Valuation Law News
Written by: David
Categories: case law analysis estate and gift taxation
Categories: case law analysis estate and gift taxation
14
/ November
2011
Finance and accounting for lawyers released
Posted in: Business Valuation Law News
Written by: David
Categories: estate and gift taxation federal taxation
Tags: contract training
Categories: estate and gift taxation federal taxation
Tags: contract training
10
/ November
2011
Does getting a business valuation mean a wealthier retirement for your clients?
Posted in: BVWire News
Written by: David
Categories: estate and gift taxation valuation profession news
Categories: estate and gift taxation valuation profession news
20
/ October
2011
Tax Court judges' panel highlights Georgetown Law/BVR On-line Tax Symposia
Posted in: Business Valuation Law News
Written by: David
Categories: estate and gift taxation federal taxation
Tags: valuation trends
Categories: estate and gift taxation federal taxation
Tags: valuation trends
20
/ October
2011
FLPs with passive assets are still the most vulnerable
Posted in: Business Valuation Law News
Written by: David
Categories: case law analysis estate and gift taxation federal taxation
Categories: case law analysis estate and gift taxation federal taxation
30
/ August
2011
FLP valuations may be subject to increased scrutiny, T&E expert argues
Posted in: BVWire News
Written by: David
Categories: estate and gift taxation
Tags: estate and trusts
Categories: estate and gift taxation
Tags: estate and trusts
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