Author: Southard Financial

Southard Financial wants you to know what’s at stake.

On August 2, the IRS proposed sweeping new changes in the treatment of valuation discounts — discounts that are used to reduce burdensome estate and gift taxes by transferring valuable property into special entities such as family-owned partnerships or corporations.

If the proposed Section 2704 regulations go into effect as written, high-net-worth families will lose a powerful estate-planning technique that has been used for decades to protect assets that are transferred as gifts or bequests to heirs.

“Individuals and organizations that are good, react quickly to change. Individuals and organizations that are great create change.”

— Robert Kriegel
Sacred Cows Make the Best Burgers

At Southard Financial, we get it.

Your company is constantly dealing with change — in the industry, in the marketplace, within your customer base.

Maybe you’re looking to seek out new partners and/or capital for expansion and growth. Perhaps it’s time to add to, or sell off, part of your portfolio. Or this might be the time to acquire a new company, or sell yours.