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The Silent Generation and Baby Boomers are incredibly fortunate generations—and so might be their heirs. Cerulli’s U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021 report predicts these generations will transfer $72.6 trillion…
These days, most businesses have some intangible assets. The tax treatment of these assets can be complex. What Makes Intangibles so Complicated? IRS regulations require the capitalization of costs to:…
An Alternate Valuation Date can Reduce Estate Tax Liability If you have money invested in the stock market, you’re well aware of potential volatility. Needless to say, this volatility can…
