TO GIFT OR NOT TO GIFT – THAT IS THE QUESTION 

By Jeffrey Tarbell, ASA, CFA, Jerome Schwartzman, Hugh Nelson

In light of the proposed valuation discount killer regulations, Houlihan Lokey's Estate and Gift Tax Valuation practice is pleased to share with you the enclosed preliminary insights on how to make an informed decision for gift and estate planning purposes. 

Download Now*

*The file is an Adobe Acrobat PDF. If you experience difficulty opening the downloadable file, you may need to download the free Acrobat Reader.

Contacts

Jeffrey Tarbell
Director, Head of Estate &
Gift Valuations

Jerome Schwartzman
Director, Tax

Hugh Nelson
Director

 

 
 
 

Contact