Tax Planning, Succession Planning, Small Business,
By James G. Blase, CPA, JD, LLM | Blase & Associates LLCHistorically minority interest discounts were the most popular tax strategy in succession planning. In a climate of high federal...
Small Business, Business Planning, Business Entity Formation, Business Law, Business Docx,
by Jennifer L. Villier, JD | Legal Education Faculty, WealthCounsel Choice of entity is fundamental to business planning. The best form of entity for a client’s business depends on several...
2704, IRC §2704, Tax Planning, Small Business, Valuation Discounts, Internal Revenue Code §2704,
by Jeramie J. Fortenberry, JD, LLM (Taxation) | Executive Editor and Legal Education FacultyOn December 1, 2016, representatives of the Treasury and the Internal Revenue Service (IRS) held a hearing...
Buy-Sell Agreements, Deadlock Provisions, 50-50 Partnerships, Small Business, Business Law, Business Planning,
by Jennifer L. Villier, JD | Legal Education Faculty, WealthCounsel Any 50/50 business relationship can be tricky. The possibility of deadlock is real, and often a primary reason for avoiding...
IRC §2704, Internal Revenue Code §2704, 2704, Valuation Discounts, Small Business,
by Jeramie J. Fortenberry, JD, LLM (Taxation) | Director of Education, WealthCounselSince their publication on August 4, 2016, the proposed regulations on valuation discounts for family-owned businesses under Internal Revenue...