Expert Advice on Personal and Business Concerns, Problems, and Challenges.
Reports in this category include a collection of important subject areas on Personal and Family Planning. The topics include your will and estate, retirement, home, investments, asset use and protection, mortgage financings and refinancings, real property investments, and family business ownership. For a more focused view of other reports that are most relevant to your immediate needs, click on the appropriate Solution in the Menu Bar at the left side of this page.
All reports and manuals are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes