Selling a business is something that most business owners will only attempt once in their career. With an estimated 70% – 90% of their total net worth tied up in their business, they can’t afford to make a costly mistake,…
Introduction As part four in our series on business succession, it is important for the business owner to have a good understanding of the estate and gift tax, commonly known as the “Death Tax”, but officially called the Unified Transfer…
The Tax Court has ruled that transfers of stock into an FLP were indirect gifts to children. In the present case, a couple created two Family Limited Partnership interests. The ownership interest of the FLP was split between the husband,…
Q: In 2013, what happens to the Estate and Gift Tax? A: In the event Congress does not act on the Estate and Gift tax exemption, the levels will revert back to $1,000,000 each. While it is likely Congress will…
Legacy Advisors is pleased to announce the latest expansion our professional service offerings. Mike Ertel, Managing Director/ Broker of Legacy M&A Advisors, LLC, is now affiliated as a registered rep with StillPoint Capital, LLC, an international investment banking firm serving…
Introduction Along with deciding to engage in business succession planning and finding a successor, it is necessary to value a business. A valuation is necessary whether the business is to be transferred to an heir or third party or for…
The Tax Court ruled that a minority interest discount and lack of marketability discount applied to the valuation of a family limited partnership (FLP) interest. In the case, the decedent, daughter, and son-in law formed an FLP and a limited…
Q: When the Budget Control Act of 2011 passed, were any tax provisions included within it? A: A full read of the text has not revealed any new tax provisions within the law. However, it is apparent that this act…
Selling a business is something that most business owners will only attempt once in their career. With an estimated 70% – 90% of their total net worth tied up in their business, they can’t afford to make a costly mistake,…
Introduction How are you going to end the relationship with your business? Believe it or not, that day will come. Fortunately, you have a number of options to plan your exit and watch your legacy continue. Four good, viable options…
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