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Family-Owned Businesses Need to Pay Close Attention to Proposed Estate and Gift Tax Changes September 21, 2016 by BerganKDV Team
Family-Owned Businesses Need to Pay Close Attention to Proposed Estate and Gift Tax Changes
The U.S. Department of Treasury and Internal Revenue Service recently announced proposed legislation to make it harder for family-owned business owners to transfer their assets to heirs without paying estate and gift taxes. The government’s proposal would make it harder for taxpayers to claim valuation discounts by changing how the IRS considers restrictions of an […]
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Controlling your risk July 15, 2014 by BerganKDV Team
Controlling your risk
In an ideal world, no one would need to pay taxes. But tax issues aside, failing to plan your estate carefully would still endanger your family‚Äôs future. Even without estate taxes, estate planning is essential in countering the risks of leaving your beneficiaries unprotected. Inheritance Management A will is the basic estate planning tool. It […]
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Estate, Tax & Audit Client Success Story – Building a Solid Foundation December 4, 2013 by BerganKDV Team
Estate, Tax & Audit Client Success Story – Building a Solid Foundation
KDV helps impact client business as a value-added resource After more than 60 years in the home building industry, we were one of the many businesses to feel the impact of the 2008 economic crisis. Like so many others in our industry, our steady sales had dropped substantially; we were also going through some leadership […]
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