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05 Apr 2022

Valuation Consideration: Early Termination of a QTIP or CRT

In the context of estate tax and income tax planning, taxpayers commonly choose to protect their assets by leveraging various types of annuity trusts, unitrusts, or both. These trusts provide income to an income beneficiary for a designated period of time, then leave the assets to one or more remainder beneficiaries. The income stream is…

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IRC 409A – COVID-19 Update

PRIVATE COMPANIES: IS NOW A GOOD TIME TO ISSUE STOCK OPTIONS? COVID-19 (also known as coronavirus) officially became a pandemic on March 11, 2020. This outbreak has caused significant market volatility and substantial declines in market capitalization for public companies. The effects have taken a toll on many private businesses as well, potentially causing negative…

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Estate Tax Planning Valuation – COVID-19 Update

OPPORTUNITIES TO MAKE GIFTS FOR ESTATE TAX PLANNING While Covid-19 has created a scary and detrimental environment in terms of our health and safety, it has also created an opportunity for estate planning and gifting. For taxpayers looking to maximize the use of their lifetime gift and estate tax exemption, now is an opportune time….

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Paycheck Protection Program

The Coronavirus Aid, Relief, and Economic Security (CARES) Act allocated $349 billion to the Paycheck Protection Program to keep workers employed during the pandemic and economic downturn. The initiative provides 100% federally guaranteed loans to small businesses that may be forgiven if borrowers maintain their payrolls during the Covid19 crisis.   WHO IS ELIGIBLE? Businesses…

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