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Estate Tax Planning

The Next 90 Days – Planning strategies for proposed IRS 2704 regs
August 25, 2016 by wealthaven in Estate Tax Planning

Our last blog post discussed the potential repercussions from the new proposed IRS 2704 regulations, which could remove the proverbial icing off the cake for transfers in family-controlled entities.  

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Intra-family transfers…Is the icing on the cake gone for good?
August 20, 2016 by wealthaven in Estate Tax Planning

When I was a kid, I always liked to eat the icing on the cake first – and probably most of you did as well. If the proposed IRS 2704

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A “do-Over”
April 7, 2014 by wealthaven in Estate Tax Planning

A Do-Over I was walking my dear Old Dog weekend, now that spring has finally come to the east coast, and since his walks are now more of a slow-stroll,

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