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Jun 11, 2024

QTIPs Offer Blended Families Multiple Estate Planning Benefits

If you’re remarried and have children from a prior marriage, you may worry about how you’ll equitably divide your estate among loved ones. A qualified terminable interest property (QTIP) trust may help. It’s structured to provide future security to spouses and children as well as tax benefits — even if estate tax laws change over time….

Jun 6, 2024

What’s the Difference Between a Calculation of Value and a Conclusion of Value?

Most business valuation assignments call for a conclusion of value. However, there may be times when a calculation of value can be a quicker, more cost-effective solution. Value Conclusions When providing conclusions of value, valuators consider all approaches and procedures they deem appropriate for the circumstances. The valuation takes into account applicable valuation practices and standards, as well as any relevant legal…

Apr 30, 2024

Value Is in the Eyes of the Beholder

Appraisers are sometimes met with surprise when they deliver business valuation reports to clients. An attorney or business owner may have hired the expert to determine the fair market value of a business interest for, say, divorce or gift and estate tax purposes — and the client wonders, “Is this all I would receive if I were…

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Recent Posts

  • Converting Future Damages to Present Value
  • 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

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