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Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors
Manage episode 438023286 series 3434332
Contenido proporcionado por Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax
exemption at the end of 2025.In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust and estate planning, gift tax planning, and complex entities. They discuss the critical role of business valuations in estate and gift tax planning and the intricacies of determining discounts for lack of marketability and control, emphasizing the tailored approach needed for each unique scenario. Tune in to gain valuable insights that could significantly impact your estate planning strategies before the looming tax changes take effect.
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