Proposed Section 2704 Regulations

August 11, 2016

Complimentary Webinar

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