Archive for December 13th, 2019

IRS Qualified Appraisal and Qualified Appraiser Rules for Charitable Contributions

A charitable donation of illiquid securities must be accompanied by a Qualified Appraisal that is performed by a Qualified Appraiser for a charitable deduction. If the appraisal is deemed not to be a Qualified Appraisal, the IRS may disallow the …

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Tax Planning for the Business Owner Prior to the Sale of the Business

GRATS, CRUT, DAF, QSBS, ESOP…DIKWIAD?  Break it down, TED. Proper tax planning in advance of a transaction can result in substantially higher after-tax proceeds to the seller. The earlier the planning starts, the less risky the plan is from an …

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