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Valuation |
| An important part of any well-crafted estate plan includes the valuation of closely held business interests for succession planning in addition to an understanding of what drives asset value as an individual plans for the transfer of assets to the next generation. Owners of closely held business seek to protect assets from substantial estate, income and excise taxes through the proper use of asset valuation. Closely held business owners rely on us to work with their attorneys and accountants to provide the necessary valuation services associated with Family Limited Partnerships, Trust and Estate Planning issues. |
| Our Planning services include the following: » Gifting » Estate Tax and Estate Planning |
News and Views |
2006-12-15WelcomeWelcome to the new Koenig & Associates website! |
2006-12-15Current NewsletterOur current newsletter is now available. |
2007-07-14Current NewsletterOur July 2007 newsletter is now available. |
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