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Category Archives: Sue Price-Scott

Lock In Estate Value: File Your Gift-Tax Return

In our last article, we identified situations when you are required to file a gift tax return. However, reasons exist for when filing a gift-tax return even though it’s not required is a good idea.  Doing so could save your family a great deal of bother and money in the future.

Cost of Capital

You are buying a business or considering expansion opportunities in your existing business.  However, have you considered the cost of capital, or the rate of return you need to generate value?