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Valuation › Closely Held Businesses › Shareholders

Levenfeld Pearlstein, LLC

Redemption Agreements and Life Insurance Proceeds: What the SCOTUS Decision in Connelly Means for Closely Held Businesses

Levenfeld Pearlstein, LLC on

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

Warner Norcross + Judd

Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part One

Warner Norcross + Judd on

Earlier this year several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates area. The...more

Opportune LLP

Gift & Estate Tax Valuation: 5 Things To Remember

Opportune LLP on

Here are five things to remember when performing the valuation of shares of a closely held entity for gift and estate tax reporting...more

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