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Tax Planning › Business Succession › Closely Held Businesses

Venable LLP

Whose Value Is It, Anyway?

Venable LLP on

On June 6, 2024, the U.S. Supreme Court issued a unanimous decision in Connelly v. United States affecting the valuation of closely held businesses for estate tax purposes. The Court explained that, for purposes of federal...more

Farrell Fritz, P.C.

Succession Planning And Charitable Bequests: It Pays To Sweat The Details

Farrell Fritz, P.C. on

After Me, Who Cares? In the context of a family-owned business, managerial succession and the transfer of ownership – not necessarily the same thing – can turn into quite an adventure when they are not well-planned....more

McNees Wallace & Nurick LLC

The Use Of Trusts In Business Succession Planning

McNees Wallace & Nurick LLC on

The transition of a family owned or closely-held business is an important event for estate planning clients. Historically, the use of trusts has played an important role in business succession planning. Recent changes to the...more

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