Our Thoughts On Archive

Estate Planning

Articles 11 - 20 of 61

Business Valuation , Estate Planning
Dan Riske | 9.28.2020

Estate Planning and Valuation During an Uncertain Economy – and an Election Year

Schneider Downs has published a number of articles in recent months discussing valuation and estate planning strategies during this difficult economic

Estate Planning, Exit and Succession Planning
Melanie LaSota | 8.1.2020

Estate Planning as a Tool for Your Business Succession Plan

The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may

Estate Planning, Tax
Kari Tallarico Owens | 5.14.2020

Continuing to Decipher Estate and Trust Deduction Changes

In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly

Coronavirus, Estate Planning, Tax
Schneider Downs Professional | 5.13.2020

Estate Planning Opportunities Created by COVID-19

Learn more about estate planning opportunities during coronavirus.

Estate Planning, Tax
Schneider Downs Professional | 4.1.2020

Tax Court Rules on Side of Taxpayer of Family Limited Partnership in Precedential Gift Tax Case

Learn more about how the taxpayer was deemed victorious when it came to the valuation of nonvoting interests held by a family limited partnership and gifted.

Coronavirus, Estate Planning, Tax, Tax Impact
Michael Darpino | 3.30.2020

IRS Extends Deadline to File Gift Tax Returns

Learn more regarding the Gift Tax Returns extension and when you need to file according to the new deadlines.

Business Advisors, Coronavirus, Estate Planning, Personal Finance
Dan Riske | 3.26.2020

Impact of Current Market Conditions on Valuations for Estate Planning

Schneider Downs has recently written about general estate planning strategies in this volatile market, but this article will focus more on the impact on

Coronavirus, Estate Planning, Personal Finance
Michael Darpino | 3.25.2020