Impact of valuation discounts on estate and income tax basis

Article Abstract:

Estate and income taxes on family businesses can be reduced through discounting the decedent's closely held assets. Estate planners can utilize minority interest, lack of marketability, blockage and other discounts when evaluating the tax liability of a family business that is part of an estate. Families need to cooperate with practitioners to create a customized succession plan that utilizes all available valuation strategies.

Methods, Laws, regulations and rules, Decedents' estates, Valuation, Family-owned business enterprises, Family-owned businesses

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"Estate Planning Concepts" software produces impressive, customized presentations for clients

Article Abstract:

Shepard's/McGraw Hill's Estate Planning Concepts software can be used by estate planners to demonstrate to clients the impact that estate taxes can have on wealth. The software can calculate estimated taxes for various scenarios that use estate planning vehicles such as life insurance trusts and bypass trusts. The software runs in Windows and can be used to generate an automated slide show for clients.

Evaluation, Software, Product/Service Evaluation, Product information, Shepard's/McGraw-Hill Inc., Estate Planning Concepts (Financial analysis software)

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