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Dec 14

Tax Reform Actions That May Be Taken Before December 31, 2017

It’s the holiday season and everyone has plenty of items on their “to do” list.  The proposed tax reforms have created additional items to add to your list that you may consider completing before December 31 (of course subject to a bill actually passing)!  The… Read More

Aug 17

Treasury Department Plans to Close Valuation Loopholes for Closely-held Businesses

On August 2nd, the Treasury issued proposed regulations that seek to eliminate the use of several strategies to reduce estate, gift, and generation-skipping tax (“GST”). Specifically, if the new rules are finalized, taxpayers will generally no longer be able to take certain types of voting… Read More