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Using a Buy-Sell Agreement to Establish Estate Tax Value

Posted by DeAnna Alger, CPA on Sep 13, 2016 2:56:59 PM

Many closely-held business owners devote the majority of their lives to developing a successful business. 

Therefore, as part of their estate planning strategy, small business owners want to ensure that the worth of their business is properly valued, especially if the business must be sold in order to pay estate taxes.  If drafted properly, a buy-sell agreement is an effective tool that can be used to set the value of a closely-held business interest. 

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Topics: business valuation, deanna alger, Estates, Gifts & Trusts

The Importance of a Business Valuation

Posted by Zinner & Co. on Jun 9, 2015 10:19:00 AM

By Zinner & Co. 

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Topics: transaction advisory, business valuation, Taxes - Corporate & Business, Business - Management, Issues & Concerns

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