Clients may be inclined to use a Section 409A valuation for gift tax purposes. After all, both valuations aim to determine ...
The last few years have seen the proliferation of so-called section 643(b) trusts. Although there are various iterations of these trust arrangements, a common purpose seems to permeate each of them: ...
The IRS provides two sample notices that plan administrators may use: one for eligible rollover distributions from designated ...
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