by Mary Doherty | Jan 17, 2017 | Estate Planning, Tax Planning
The Internal Revenue Service has posted cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. Highlights of changes for 2017 The income ranges for determining eligibility to make deductible...
by Mary Doherty | Sep 23, 2016 | Estate Planning
Valuation discounts are a significant component of estate planning. The IRS has used various legal theories to challenge discounts, but with limited success. In the most recent effort to curtail valuation discounts for family control entities (both active operating...
