Ron Aucutt and Dennis Belcher, partners in McGuireWoods’ private wealth services group, presented a complimentary webinar on proposed Section 2704 regulations. Long-awaited proposed regulations released on August 2, 2016, would make sweeping and very significant changes to the valuation of interests in many family-controlled entities for estate, gift, and generation-skipping transfer tax purposes.
Download presentation slides >>
This webinar highlighted:
- An overview of proposed regulations
- Implications and restrictions of the proposed regulations
- Immediate planning – next steps
- Long-term planning