by Appraisal Economics | Oct 28, 2024 | Asset Appraisal, Blog, Taxes
In 2024, new tax consequences are significantly impacting the use of life insurance in succession planning. The recent ruling in Connelly v. United States has reshaped how closely held businesses navigate estate taxes when using life insurance to fund buy-sell...
by Appraisal Economics | Jul 12, 2024 | Stock Options, Taxes, Valuation
The 83(b) election offers a crucial advantage for recipients of restricted tokens – particularly within startups and growth companies. When individuals receive restricted tokens as part of their compensation package, they typically come with vesting conditions that...
by Appraisal Economics | May 15, 2024 | Asset Appraisal, portfolio valuation
In 2024, the landscape for restricted tokens has evolved significantly, presenting a strategic advantage for tax-savvy investors. The valuation of these tokens, often issued as part of compensation packages or initial coin offerings (ICOs), has become a critical...
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...
by Appraisal Economics | Feb 27, 2024 | Business Valuation
Beyond its conventional role as the tax collector, the IRS is harnessing the power of artificial intelligence to revolutionize its audit processes. This shift marks a pivotal moment, one where cutting-edge technology intersects with the nuanced world of tax...
