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Bridget McInerney Harris

Trusts & Estates Update on COVID-19 Tax Provisions for Individuals

For more information on how we can help you and your business, visit our COVID-19 Resource Center. Many clients have contacted us inquiring about their estate plan. We want to assure you that we are fully functional during this time and available to assist you with your personal and business legal needs. We hope that […]

Taxation and Trusts & Estates Important news for family-held businesses: IRS proposes imminent changes in family valuation discounts

On August 2, 2016, the Treasury Department issued Proposed Regulations to Section 2704 of the Internal Revenue Code. These proposed regulations are directed at family controlled entities (many of which hold operating businesses and/or real estate), including corporations, partnerships and limited liability companies. These regulations, if finalized, will substantially limit or eliminate the ability to […]