Estate & Gift Tax Reporting

It seems that I get more and more calls from business owners who start the conversation with something along the lines of,“Hi Rich, my advisor recommended I give you a […]

Overview of Key Concepts  When it comes to valuing a privately held business, IRS Revenue Ruling 59-60 establishes the framework of approaches, methods, and factors to be considered when estimating

Are you ready? No, not for what will surely prove to be one of the mostinteresting presidential election years in our nation’s story butrather I am talking about the greatest

Valuations for estate and gift tax reporting purposes often encompass a wide variety of business interests and financial assets. Wealthy individuals and family offices are generally supported by a team

Over the past year, various cryptocurrency projects have seen massive declines in market value. Bitcoin (“BTC”) and Ethereum (“ETH”), the standard bearers of cryptocurrencies, have seen their respective prices decline

Over nearly 15 years of direct involvement in the valuation of private equity fund and real estate fund carried interests for gift tax purposes, experience has taught me that there

The U.S. Tax Court (“Court”) recently issued Tax Court Memorandum 2023-24 with respect to Estate of Cecil v. Commissioner. This long-awaited decision relates to 2010 intra-family stock transfers of the

Millions of people around the world recently watched one of the biggest spectacles in sports: the Super Bowl. Whether you are an avid Chiefs or Eagles fan, or just a

Carried interest is an ideal estate planning asset for fund owners and GPs, given its appreciation potential. There are severalaccepted best practices for estate planning when it comes to carried