CHARITABLE PLANNING WITH CLOSELY-HELD BUSINESS …

Charitable gifts involving some kind of closely held business entity are becoming an increasingly important element of an overall estate plan. They can be an effective tool to maximize the benefits of valuation discounts, reduce income and estate taxes, and generally promote your client's estate planning and philanthropic goals.

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Powers of Appointment - Venable LLP

involves advising closely held corporations and high net worth individuals on estate, gift, and retirement plan-ning issues. He focuses on business succession plan-ning, family limited partnerships, split-interest trusts, charitable planning, estate planning for employee compensation, executive benefits and life insurance

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Understanding Federal Estate and Gift Taxes

a closely held business (which typically has very few share-holders).3 The value of the taxable estate is determined by deducting from that total amount any transfers to the sur-viving spouse, contributions to charitable organizations, debts, funeral costs, state estate tax liability, and other costs associated with administering the estate.

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Fundamentals of the Asset-Based Business Valuation Approach

closely held businesses and professional practices, business ownership interests, and securities for various reasons. The value of the closely held busi-ness or professional practice may be important for a variety of client purposes. These client purposes may include transaction pricing and structuring, taxation planning and com-

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coronavirus.dc.gov

Mayor's Order 2021-148 Page 6 of 6 violating section 8 of the District of Columbia Public Emergency Act of 1980, D.C. Official Code § 7-2307, which …