Proposed Regulations Affect Valuation Discounts in Family Transfers
  • The new regulations take effect January 1, 2017.

  • The new regulations affect the use of minority interest and marketability discounts used in estate and gift tax planning.

  • So, now is a good time to look at Family Transfers and accelerate them.

If you are considering a Family Transfer, feel free to contact us to assist you through this process!