Apr 29, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
Sep 14, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Policy And Taxation Group, Step-Up In Basis
Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
Aug 26, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Video Post
Get Your Voice Heard in Congress. Please Take Action Today While life insurance is important and useful for many purposes, does it provide a resource to pay the estate tax for most families? Hear one family’s story in which the family member “aged out” of the policy...
Aug 25, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, In The News, Step-Up In Basis, Video Post
Contact Your Member of Congress - It Only Takes a Minute Casey Roscoe with Seneca Jones Timber Company Talks about Managing Today’s Resources for Tomorrow Casey Roscoe is a 3rd generation family member of Seneca, a women owned timber business, in Eugene Oregon. Listen...
Aug 20, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Step-Up In Basis
Contact Your Member of Congress - It Only Takes a Minute With proposals emerging from the Biden White House that would raise the estate and capital gains taxes on America’s family-owned businesses, we were commissioned to ask the American people where they...
Aug 10, 2021 | Blog, Death Tax, In The News, Policy And Taxation Group, State by State Status
Contact Your Member of Congress - It Only Takes a Minute Download and read “Estate Tax (Death Tax) by US State Chart” States Which Have a State Estate Tax (Death Tax) that is Accessed in Addition to the Federal Estate Tax As hard-working taxpayers and...
