Press Room: Article

March 26, 2009

Are We Nearing the Demise of Valuation Discounts?

The issue of whether valuation discounts should be allowed for transfers of family-held interests has once again found its way into the spotlight.

The issue of whether valuation discounts should be allowed for transfers of family-held interests has once again found its way into the spotlight. On January 9, 2009, Representative Earl Pomeroy introduced a bill in the U.S. House of Representatives, cited as the “Certain Estate Tax Relief Act of 2009” or “H.R. 436.” Among other provisions with implications for the estate planning world, the bill proposes to…

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