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When is a “Done Deal” Not Done? … Avoiding a Prearranged Sale To Maximize Tax Savings

Christopher P. Woehrle discusses how complications can arise when a merger or a redemption follows soon after a transfer.

The issue of valuing gifted shares of a publicly traded corporation is usually as simple as averaging the high and low on the date of completed transfer.1 Sometimes, post-transfer events should be considered in valuing the shares.2


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TAGS: Philanthropy
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