Aug 31, 2017 | Blog, Estate Tax, Family Businesses
This paper is the second in a series of Tax Foundation studies examining Federal transfer taxation. The first of these studies provided a history and overview of federal transfer taxation. This paper attempts to gauge one of the economic effects of federal transfer...
Aug 31, 2017 | Blog, Estate Tax, Family Businesses
Summarized below are the results of a survey of 272 family owned and operated businesses which are members of the National Association Of Women Business Owners. The study was sponsored by The Center Of The Study Of Taxation. It evaluates the experiences of these...
Aug 27, 2017 | Blog, Estate Tax, Estate Tax Horror Stories, Virginia
My mother is 86 years old. My father died in ’94. They grew up during the depression. My mother’s father was a share cropper in Nebraska. He earned a dollar a week. Mom never learned to read or write, but she was brilliant at figuring out how things worked...
Aug 26, 2017 | Arkansas, Blog, Estate Tax, Estate Tax Horror Stories
The Estate Tax kills jobs. It kills the companies that provide jobs. In the process, it kills towns and communities, particularly those in rural areas dependent upon the land and local industry. Almost all small business is privately owned and most locally owned. When...
Aug 24, 2017 | Blog, Estate Tax, Estate Tax Horror Stories, Texas
I am only 36 yr old and have been in the financial planning field for 8yrs. My clients average age is 67 and range 50-80. Seeing the average portfolio of these clients go from $500k to over $1 million plus in the 8yrs, due to stock values, particularly Exxon, Shell,...
Aug 24, 2017 | Blog, Estate Tax, Estate Tax Horror Stories, Family Businesses, Nebraska
My Mother in law recently passed away. She lived in Minden, Ne. all her life. She and her late husband worked their entire lives in Kearney County. They owned farms, feed lots, gas stations, implement dealerships, and rental properties. They have payed income taxes on...
