Window of Opportunity Closing for Intra-Family Tax Discounts - Recorded Webinar

November 02, 2016
by Ryan Laughlin, CPA, MST, JD, Audra Moncur, CPA, ABV

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Ryan Laughlin Ryan Laughlin, CPA, MST, JD
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Audra Moncur Audra Moncur, CPA, ABV
Senior Manager

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This webinar was originally recorded on November 2, 2016

In August, the IRS unveiled long-awaited proposed Regulations under IRC 2704, which deal with valuation discounts for estate and gift tax purposes. These rules can negatively impact your estate tax planning options. It is critical that you understand the pending changes. Although the rules are only proposed at this point, it seems certain they will be finalized and become effective shortly after yearend.  As a result, a very limited window of opportunity exists for you to act. Get the details and understand what you can do now to help in your estate tax planning efforts.


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