Three Reminders on Gift and Estate Taxes

>>Click here to download the slide deck<<

Additional Resources

• Managing Complicated Multi-Tiered Entity Valuation Engagements for Gift & Estate Tax Planning

• An Estate Planner’s Guide to Revenue Ruling 59-60 (Book)

• Mercer Capital’s Services for Estate Planners

• Value Matters™ Newsletter

• Family Business Director Blog

Speaker

Atticus L. Frank, CFA, ABV

Atticus Frank is a vice president with Mercer Capital. Atticus has valuation experience across a broad range of engagements, including for estate and gift tax planning and compliance, transaction advisory services, and litigation support. As a member of Mercer Capital’s Family Business Advisory Services Group, Atticus provides financial education, valuation, and other strategic financial consulting to multi-generation family businesses. Atticus is a regular contributor to Mercer Capital’s blog, Family Business Director.