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Mar 31, 2025

Does Your Family Situation Call for a Spendthrift Trust?

You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved ones. But are you concerned that the beneficiaries of your estate might squander their inheritance? One solution is to establish a spendthrift trust that can provide protection for the rest of your lifetime and beyond….

Mar 25, 2025

The ABCs of Business Valuation

You may understand some of the theory behind business valuation, but you probably don’t know the procedures involved in the analysis and preparation of a report. Clients and attorneys who understand how the valuation process works can anticipate their experts’ needs and appreciate why valuators need to ask so many questions and review so many…

Mar 18, 2025

To Discount or Not to Discount: A Controversial Issue in Business Valuation

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 business valuation professionals account for these differences? Level of ValueThe 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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