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Jacob Katz Detroit Leader of Valuations Practice at UHY Advisors

Understanding How Alternative Valuation Dates Can Save Money

If you or an advisor must file a Form 706 with the IRS to report estate or generation-skipping tax, understanding the IRS’ allowance for use of an Alternative Valuation date may be critical during a declining stock market or a recessionary period. Generally, those estates filing a Form 706 must do so within nine months of the death of the estate o...

15 December 2022 /wealth