09 January, 2025 in Blog, Leaving a Legacy, Wealth Transfer Planning What Is Happening with the Estate Tax Exemption in 2025?
22 October, 2024 in Blog, Leaving a Legacy, Wealth Transfer Planning Creating a Wealth Transfer Plan for You and Your Heirs: Why Certified Valuations Are Key
01 March, 2022 in Blog, Charitable Donations, Exiting Your Business, Fractional Interest, Wealth Transfer Planning 2022 Colorado State of Owner Readiness™ Survey
08 October, 2021 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Popular Estate and Gift Tax Planning Techniques – Are They Doomed?
24 September, 2021 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Best Practices: Discounts for Lack of Marketability (DLOM)
01 May, 2020 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Personal and Estate Planning – Use a Legacy Expert!
17 April, 2020 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Managing Change in Personal and Estate Planning
01 February, 2018 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Tax Reform and Value: What business owners need to know.
22 August, 2017 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Uncategorized, Wealth Transfer Planning How to Defend Against IRS Valuation Audits
14 April, 2016 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Death and Taxes vs. Preserving Wealth – The Final Exit Planning Contest
03 September, 2015 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Industry Update: IRS publishes an internal document that reveals the agency’s most current thinking on the valuation of S Corps
03 September, 2015 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Understanding Advantages of Alternative Valuation Methods for Holding Companies
13 March, 2014 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Gift and Estate Tax: How are they related?
