Current thinking on the valuation and use in estate planning

Does it warrant a valuation adjustment?

How they and their holding entities are valued

How to improve participation to achieve better results

What to do when an item has a fair market value, but there’s no easy way to sell it to pay the tax

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In the early 19th century, the noted French historian and political philosopher, Alexis de Tocqueville, published his classic treatise, “Democracy in America.” In one of the earliest studies of the American experiment in democracy, he marveled at...

How to incorporate one into your practice

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