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Window of Opportunity Closing for Intra-Family Tax Discounts

Nov 02, 2016

This webinar was recorded on November 2, 2016. Click the Download button to watch the recording and to view the presentation slides.

In August, the IRS unveiled long-awaited proposed Regulations under IRC 2704, which deal with valuation discounts for estate and gift tax purposes. These rules can negatively impact your estate tax planning options. It is critical that you understand the pending changes. Although the rules are only proposed at this point, it seems certain they will be finalized and become effective shortly after yearend.  As a result, a very limited window of opportunity exists for you to act. Get the details and understand what you can do now to help in your estate tax planning efforts. 


Audra M. Moncur, CPA, ABV
Partner, Business Valuation and Transaction Support Services
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