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
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
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.
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
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Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session.
Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
(3 CPE Hours)
Tuesday, December 12, 2023 | 9:00 AM | Audit Update (2.5 CPE Hours)
Thursday, December 14, 2023 | 1:00 PM | Wealth Management and Retirement Planning Matters (3 CPE Hours)