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Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors
Manage episode 438023286 series 3434332
Indhold leveret af Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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