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IRS Guidelines

• IRS Examination Limits
• Revenue Ruling 59-60
• IRS Undervaluation Penalties

Exit Strategies & Buy Sell Agreements

• What is your exit strategy
• Purpose of a buy-sell agreement
• Buy-sells and valuation requirements for family owned businesses
• 10 key questions for a business owner

Estate and Gift Taxes

• What is estate tax?
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• What is gift tax?
• Benefits of Valuation Discounts
• Estate tax implications
• The Importance of Valuing the Business for Estate Tax Purposes
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