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Mar 27, 2015

Small Business Reprieve on Health Premium Reimbursement Plans

Historically, companies that wanted their employees to be protected with health coverage, but didn’t want the hassle of having a company health plan, could simply give employees an amount of money sufficient to reimburse them for the cost of buying that coverage or some portion of it. As long as the individuals provided evidence that…

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Mar 4, 2015

Your Children and Estate Planning

If you have a sizable estate that you’ll be leaving to your adult children, then your children probably need an estate plan of their own. To encourage them to plan their estates, consider these tips: Explain why estate planning is important. You don’t want to dictate what they should do with their estate, just emphasize…

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Oct 9, 2014

To Discount or Not to Discount (That is the Question)

Value is relative. Some assignments call for an appraisal of the entire entity on a controlling basis. Others require the valuation of a minority interest that may lack control and “marketability.” How do these situations differ — and how do valuators account for these differences? Level of Value The ability to control a business has…

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Recent Posts

  • New Law Reduces Tax Odds for Gamblers
  • Seven Non-Tax Reasons to Create a Trust
  • How Industry Fits into the Valuation Puzzle
  • Timing Is Everything: How to Handle Subsequent Events in Valuation
  • New Tax Rules Have Been Set: Start Planning Now

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