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Estate Tax Sunset Provision Is Upon Us

Estate Tax Sunset Provision Is Upon Us

by Appraisal Economics | Mar 26, 2024 | Business Valuation

The Tax Cuts and Jobs Act (TCJA) significantly increased the lifetime estate and gift tax exemption, nearly doubling it from where it stood previously in 2017. As of this year, the exemption is at around $13.61 million per individual and $27.22 million for married...
Carried Interest Derivatives: An Effective Strategy for Estate Planning

Carried Interest Derivatives: An Effective Strategy for Estate Planning

by Appraisal Economics | Sep 6, 2022 | Valuation

Investment managers are generally compensated based on the overall performance of a particular fund or series of funds under their management. Higher compensation rates for managers who meet or exceed expected returns have created an increasingly competitive career...
How Freeze Partnerships Can Be a Useful Estate Planning Tool

How Freeze Partnerships Can Be a Useful Estate Planning Tool

by Appraisal Economics | Jan 27, 2021 | Valuation

Estate planning is often complicated by rather hefty state and federal restrictions placed on the transferring of financial assets and real property. You must perform your due diligence and explore options to protect your assets before laws change again. Advance...
Potential Impact of the 2020 Election on Estate Planning

Potential Impact of the 2020 Election on Estate Planning

by Appraisal Economics | Dec 17, 2020 | Taxes, Valuation

Political election processes can be a mixed bag of emotions. Anxiety and apprehension are intermingled with both anticipation and excitement. Considering the already tumultuous global conditions, the 2020 election has produced even more turmoil than could have been...
COVID-19 and Estate Planning: A Unique Opportunity to Plan Ahead

COVID-19 and Estate Planning: A Unique Opportunity to Plan Ahead

by Appraisal Economics | Jun 23, 2020 | Valuation

The pandemic has impacted more than just the healthcare industry and unemployment rates, it has also heavily affected the United States economy. Investors are seeing record-setting fluctuations in marketable security values as a result of COVID-19, and all sectors are...
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