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Tag Archives: Anthony Sandonato

Keeping Your Balance: Estate planning strategies under the Tax Cuts and Jobs Act of 2017

The provisions of the Tax Cuts and Jobs Act of 2017 (the Act) present significant opportunities for estate planning. Below is a summary of the key provisions under the Act and a discussion of key estate planning strategies to consider. ...

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Keeping Your Balance: Personal versus business goodwill distinction was key in a U.S. tax court business valuation case

What do these amounts have in common: $0, $4.3 million, $9.3 million, $26 million, and $92.2 million? Amazingly, they are all valuation estimates of the same company at the same point in time. And the cause of these wild swings ...

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