Section 2704 Proposed Valuation Regulations Identified by IRS As Overly Burdensome or Unduly Complex

It may come as no surprise to estate planners that the IRS has indicated that the §2704 proposed regulations are under review as overly burdensome and/or unduly complex. As explained in IRS Notice 2017-38, President Trump’s April 21, 2017 Executive…

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Business Appraisal Red Flags

By Robert Snowden • October 22, 2015 • Tax & Estate

On October 19, 2015, Theresa Melchiorre, chief counsel for the IRS, gave a presentation at the American Society of Appraisers’ 2015 BV Conference, entitled “Appraisers and their Responsibilities : An IRS Perspective.”  As part of the presentation, she discussed seven common reasons for auditing a…

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Rob Snowden Appears on Chatting with the Experts

By Robert Snowden • July 23, 2015 • News

Paula Okonneh hosted Rob Snowden, managing director of South Park Advisors, on Chatting with the Experts, a show that interviews entrepreneurs about their successes and challenges. In the interview, Rob talks about what drove him to start South Park Advisors,…

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ESOP Legislative Update

By Robert Snowden • July 9, 2015 • ESOP

Expansion of S ESOPs Recommended by Senate Finance Committee Senate Finance Committee Tax Reform Working Group on Savings & Investment Releases Report on Findings July 8, 2015 (Washington, DC) – The Senate Committee on Finance’s Tax Reform Working Group on…

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NCBA 36th Annual Estate Planning Program

By Robert Snowden • July 7, 2015 • Tax & Estate

Stop by for a visit! South Park Advisors is pleased to announce its participation in the North Carolina Bar Association’s 36th Annual Estate Planning and Fiduciary Law Program to be held at the Kiawah Island Golf Resort from July 30 to August 1. Please stop by…

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