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IRS Proposes Regulations That Would Remove Valuation Discounts in Estate & Gift Tax Transfers
In early August, the Department of the Treasury and the Internal Revenue Service released proposed changes to Internal Revenue Code Section 2704. These are the regulations that pertain to the use of discounts in the valuation of transferred fractional ownership interests for gift and estate tax purposes. If adopted as proposed, the regulations will make it costlier to accomplish intra-family transfers of fractional ownership interests of a family-controlled business.
The ESOP Association's Annual Midwest Conference
Join Chartwell for this annual conference in Milwaukee, Wisconsin, September 8-9! Chartwell is a Gold sponsor of this event.
ACEC 2016 Fall Conference
Join Chartwell for the ACEC 2016 Fall Conference, October 19-22, held this year in Colorado Springs! Chartwell is proud to be a Gold sponsor of this event and the Anchor Sponsor of the CFO Council's Finance Track for the 6th consecutive year!
Chartwell Welcomes Rich Chapman, Establishes Risk Mitigation Platform
MINNEAPOLIS – August 10, 2016 – Chartwell Financial Advisory, Inc. is pleased to announce the hiring of Rich Chapman as a Managing Director. Chapman is a published author on the topics of leadership and character development, a frequent keynote speaker, and a nationally recognized authority on the use of funding strategies to manage long-term corporate liabilities and risk events. He will expand Chartwell's Advisory practice through the establishment of a Risk Mitigation platform. “Chartwell has helped companies make critical business decisions for over 20 years,” said Paul Halverson, CEO at Chartwell. “Rich’s expertise will allow us to more effectively advise companies on identifying and mitigating the risks associated with these decisions. Chartwell is fortunate to have secured someone of his talent and experience, and we look forward to the long-term value he will bring to our clients.”
DOL Proposes Major Updates to Form 5500
The U.S. Department of Labor’s (DOL) Employee Benefit Security Administration (EBSA), along with the Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC), recently proposed some major changes to Form 5500. These revisions would update and expand Form 5500 reporting obligations for retirement and health plans as part of the federal government’s ongoing efforts to modernize the information collected.
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