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February 2017

Transfer a family business in a tax-smart way

Submitted by Tarfis Wealth Management on February 28th, 2017

Is a family-owned business your primary source of wealth? If so, it’s critical to plan carefully for the transition of ownership from one generation to the next. The best approach depends on your particular circumstances.

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Getting started on your estate plan: Inventory and value assets; estimate tax liability

Submitted by Tarfis Wealth Management on February 21st, 2017

If you’ve decided it’s time to create your estate plan, congratulations! A good place to begin is to work with us to determine what your estate is worth and whether you need to worry about estate taxes.

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Forbes Finance Council

Submitted by Tarfis Wealth Management on February 15th, 2017

I became a member of the Forbes Finance Council a short time ago. I am thankful for the opportunity and look forward to sharing my knowledge and experience with the Forbes readership.

This is the link to the article at Forbes:  http://bit.ly/2j1Bf8V

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Estate planning benefits of FLPs may be in danger

Submitted by Tarfis Wealth Management on February 14th, 2017

For many years, family limited partnerships (FLPs) have been a popular estate planning tool, in part due to their tax benefits. Specifically, they can allow you to transfer assets to your children (and other family members) at discounted values for gift tax purposes. The gifts may even be tax-free if you apply your lifetime exemption or annual exclusion.

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