Mark Roberts

Mark Roberts

K&L Gates LLP

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IRS Plans to Disallow Minority Interest Discounts for Family-Controlled Entities; Action May Be Required Before Year-End

Gifts and bequests of interests in family-owned companies have traditionally been valued at their fair market values for purposes of calculating the gift or estate tax on the transfer. In valuing these transfers, there is...more

8/15/2016  /  Estate Planning , Estate Tax , Fair Market Value , Family Businesses , Gift Tax , IRS , Proposed Regulation , Transfer of Assets , Valuation
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