Sep 23, 2025 | Gift & Estate Tax Valuation, Gift and Estate Tax, valuation discounts
Planning for gift and estate taxes is an important part of preserving wealth. Effective gift and estate planning can lead to significant tax savings. One way to lower your tax burden is by using valuation discounts for gift and estate taxes. These discounts reduce the...
Aug 7, 2025 | Business Valuation, Estate Planning, Gift and Estate Tax, valuation discounts
Are you interested in learning about valuation discounts for estate planning? Transferring a business is a common part of planning for an estate. But did you know you may not have to transfer it at full value? Many business owners qualify for valuation discounts for...