Department Of The Treasury

Section 2704 Changes Coming?


December 2015 Update: Since September, as reported by taxanalysts® and Bloomberg BNA, IRS officials…

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Is It Time for Estate Planning in the Energy Sector?


What a difference several months can make in financial markets, especially within the…

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Trusts & Estates Valuation Update: The Latest on Cases, Audits and the Environment


If it was not clear already, we are in a period where many…

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By Laura E. Anastasio, ASA, CEIV

Valuation of Intangible Assets

By Todd Povlich, ASA

Estate Planning for Private Fund Principals**COVID-19 Crisis Considerations**

By Joseph C. Hassan, CFA, ASA

Corporate Planning: Navigating “Value” in Times of Choppy Market Activity