Many closely held businesses have shareholder buy/sell redemption agreements. These agreements are critical to maintaining business continuity when a key shareholder exits the company. When the redemption agreement is...more
8/20/2024
/ Closely Held Businesses ,
Connelly v United States ,
Estate Planning ,
Estate Tax ,
Fair Market Value ,
IRS ,
Life Insurance ,
Redemption Agreement ,
SCOTUS ,
Shareholders ,
Valuation
It is said that two things are certain in life: death and taxes. True, but incomplete. What is missing from this short list is a third inevitable occurrence – tax law changes. We now have a new and pressing series of proposed...more
9/23/2021
/ Business Taxes ,
Capital Gains ,
Estate Tax ,
Exclusions ,
Fair Market Value ,
Generation-Skipping Transfer ,
Gift Tax ,
Grantor Trusts ,
Income Taxes ,
Irrevocable Trusts ,
Like Kind Exchanges ,
Retirement Plan ,
Surcharges ,
Tax Deferral ,
Tax Planning ,
Tax Rates ,
Transfer Taxes ,
Valuation