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August 14, 2015

Family valuation discounts: Changes coming soon

As early as mid-September of 2015, the Treasury Department and IRS could enact new regulations that will significantly change the use of valuation discounts, especially for family businesses.

Bill Smith, Managing Director at CBIZ MHM, participates in a podcast discussion in which he outlines how the regulation changes will affect transfer tax rules, why taxpayers need to act today before the regulations go into effect and the consequences for those who wait, among other related topics.

More information about proposed changes to family valuation discounts can be found in this article.


If the video above does not play, please click here to view the recording.

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