Client Profiles


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Blended Family

Posted by on Aug 12, 2016 in Client Profiles | 0 comments

Blended Family

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Domestic Partner

Posted by on Aug 12, 2016 in Client Profiles | 0 comments

Domestic Partner

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Single Parent

Posted by on Aug 12, 2016 in Client Profiles | 0 comments

Single Parent

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Same Sex Couple

Posted by on Aug 12, 2016 in Client Profiles | 0 comments

Same Sex Couple

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August 4, 2016 Protect Family Farms Business Act

Posted by on Oct 27, 2016 in Farmers and Agriculture | 0 comments

On August 4, the U.S. Department of Treasury (Treasury) published proposed regulations in the Federal Register to amend Internal Revenue Section 2704 on estate and gift tax valuation discounts for intra-family transfers of interest in certain corporations and partnerships. The proposed changes to Section 2704 would eliminate or greatly reduce valuation discounts for lack of control and lack of marketability for family businesses, potentially imposing significant new tax costs on family-owned businesses, diverting capital from business...

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Farmers and Agriculture

Posted by on Aug 12, 2016 in Client Profiles, Farmers and Agriculture | 0 comments

Farmers and Agriculture

Not Your Average Family Business Challenges to Working with Farmers Field of Opportunity

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