Another Summary of the Valuation Discount Proposed Regs.

Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities to family members or trusts for their benefit.  Please call us at 703-218-2177 or email us at for assistance in making transfers prior to year-end, the expected effective date of the regulations.

© 2019 by Wayne M. Zell. All rights reserved.