Closely-held Succession Planning

I heard that "family investment partnerships" don't work anymore. Is that true?

It is true that the IRS is subjecting these popular arrangements to more scrutiny than ever before and has won a number of cases on the issue in court. There is, however, enough "wiggle room" left in the area to make it worthy of consideration. There may also be other options.

Call us today at 914-214-5579 or contact us online to discuss your options.