Monday, January 12th 10 a.m. PT – Listen to replays here.
Jay Abrams of Abrams Valuation – “Red Alert! Last Chance To Transfer Your Wealth?”
The best laid plans, the ones you’ve worked on for years, even decades, are about to be taken from you.
That’s right – you’ve been planning to transfer your business or personal assets to others in your family… real estate, stocks, other wealth… The window of opportunity for parents to pass their wealth to their kids with the current favorable tax terms has better than 50% chance of closing in 2009. Did you know that the IRS is pushing to get legislation through to restrict valuation discounts.
What does that mean for a business owner or someone planning to transfer assets to children? SHARPLY increasing estate gift taxes! Nationally recognized valuation expert Jay Abrams, of Abrams Valuation, joins Linda to explain the impact on your estate planning.
So, don’t sit on it! You need to understand how valuations are currently calculated because NOW is the time to act!
