Philanthropic business owners may have made last-minute gifts of stock to charities at the end of 2020. Others plan to make donations in 2021. How much is that stock worth? Donations of publicly traded stocks are relatively easy to value, but private equity interests are typically more complicated to value.   Deduction Requirements Qualified charitable donations…

Don’t let the changing estate tax environment prevent you from getting your estate in order. Whatever happens with the future of estate tax, you’ll still want to ensure your assets are distributed according to your wishes. While most people will need the help of professionals to develop a formal estate plan, you can aid the process…

Most business owners and attorneys know the basics of the business valuation process. For example, you might know that there are three approaches to value: the cost, market and income approaches. You might even know some of the methods that fall under these approaches, including the: Adjusted book value, Excess earnings, Guideline public company, Merger and…