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Proposed IRS Regs Target Transfer of FLP Interests

If you’ve procrastinated on estate planning moves using family-controlled entities such as family limited partnerships (FLPs), take heed: Valuation discounts for lack of control and marketability on such transfers may be significantly reduced (or possibly eliminated) if recently proposed regulations … Continue reading

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Proposed Regulations Impact Gift and Estate Tax Planning

The IRS has recently released proposed regulations that would close so-called tax loopholes that many wealthy taxpayers have used to minimize gift and estate taxes when transferring interests in a closely held family business to relatives. If finalized, the regulations … Continue reading

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