Podcast
Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors
Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025. In todayโs episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust and estate planning, gift tax planning, and complex entities. They discuss the critical role of business valuations in estate and gift tax planning and the intricacies of determining discounts for lack of marketability and control, emphasizing the tailored approach needed for each unique scenario. Tune in to gain valuable insights that could significantly impact your estate planning strategies before the looming tax changes take effect.
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Resource Links:
- Future Focused | Wiggin and Dana LLP (privatewealthinsights.com)
- Subscribe | Future Focused | Private Wealth Insights
- Estate Planning for Founders
- With Sophisticated Planning, Donโt Underestimate the Need for a Proper Valuation
- Preserving Your Legacy: Estate Tax Deferral for Closely Held Businesses
- A Guide for Business Owners: Navigating the Complexities of Estate Planning
- The Entrepreneurโs Guide to Equity: Structuring for Success: Part 2
