The American College of Trust and Estate Counsel (ACTEC) has just released a detailed response on Treasury’s proposed regulations under Section 2704 regarding valuation discounts for estates. The ACTEC is

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Thousands Ask Treasury To Kill Estate Transfer Proposal

Our voices have been heard! See below for an article on the sizable number of businesses and trade groups that have signed on to the letter against the proposed regulations

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Lawmakers Targeting Spending Bill to Block Estate Tax Rules

BNA Snapshot * Senate opposition letter possible this week * Lawmakers upset administration is using regulatory process for estate tax changes By Allyson Versprille and Aaron E. Lorenzo Sept. 27

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Proposed Changes to Section 2704; FOX webinar replay access

Please click the link below to view the replay of FOX’s most recent webinar on the impact of proposed Section 2704 regulations on families in which Skip Fox, Aubrey Rothrock

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Hillary Clinton Proposes 65% Top Rate for Estate Tax

I would like to bring to your attention an article from the Wall Street Journal discussing Hillary Clinton’s proposals for increasing the estate tax. In all, Mrs. Clinton would increase

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Letter to the Treasury; Let Your Voice Be Heard!

We have several updates from Capitol Hill this week, particularly regarding the proposed Treasury regulations. Please click this link for PATG’s talking points on the proposed regulations under Section 2704. In

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Trump’s Estate Tax Plan Good for Wealthy, Bad for Charities

BNA Snapshot * Estates over $50 million give most to charity * If tax repealed, wealthy might lose incentive to make charitable bequests, analysts say By Allyson Versprille   Sept. 12

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A Stealth Death Tax Increase

  OPINION  REVIEW & OUTLOOK A Stealth Death Tax Increase Treasury again rewrites longstanding interpretations of law Sept. 5, 2016 6:46 p.m. ET In Print, September 6, 2016, p. A-14 January

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Proposed Section 2704 Regulations Would Impose Major Restrictions on Valuation Discount Planning Long-awaited proposed regulations under Section 2704 of the Internal Revenue Code, released on August 2, 2016, would make

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On August 2, 2016, The Internal Revenue Service (IRS) issued much anticipated proposed regulations that would limit the use of discounts when valuing interests in family entities for estate, gift

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