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Tax Law for the Closely Held Business

Legal Updates & Commentary for Tax & Estate Planning

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Recapitalizing Debt To Defer Payment of the Estate Tax – Good Idea?

By Farrell Fritz P.C. on March 16, 2020
Posted in Federal

Estate Planning 101

A basic precept of effective estate planning is for a member of an older generation to transfer[i] property to a family member of a younger generation – for example, stock in a closely held corporation – that is reasonably anticipated to appreciate in value over time. In this way, not only…

I Own the Business, The Business Owns the Assets, I Own the Assets, Right?

By Farrell Fritz P.C. on November 4, 2019
Posted in Federal

Personal Use of Business Assets

“But it’s my business. I own it.”

How many times have you heard this response from the owners of a business entity after you’ve advised them that they should not treat the entity as their personal bank account?

Too often, I’d wager.

What’s more, the response is not limited to…

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