Expert tells WSJ two reasons why now is a great time to gift private equity
“Because not only do you not have to pay gift tax, but the discount for marketability has shot up, too,” Lance Hall (FMV Opinions) told the The Wall Street Journal, in the recent article, “How Volatility Eases Estate Planning.” The IRS generally allows a 30% to 35% discount on transfers of private company stock, the [...]
You can’t do estate planning without sound business valuations
BV.com was talking to Bob Buchanan (PCE Valuations) who’s attended a bunch of estate tax planning meetings recently. “The change in the tax law does not impact the necessity of obtaining a well-reasoned, independent valuation,” says Buchanan. He also believes:
“Valuation of holding-type entities like LPs and LLCs is no longer simply an application of discounts based [...]
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