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The White House

Implications of New Leadership in the White House

Regardless of the outcome of this election, we can be certain that the future of estate taxes is…
family business

New Proposed Regulations Under Code §2704

On August 4, the Treasury Department issued long-awaited Proposed Regulations on valuation discounts for family-owned businesses under §2704…
A happy family of five, with two adults and three children, standing in front of their new home with a "Sold" sign visible. They are smiling in a grassy front yard.

Yes, Your Family Needs Asset Protection Planning

If you’re like most people, when you hear “asset protection planning” you think of someone like JR Ewing…