Custom Bond Valuations Can Save Clients Money
Trusts & Estates Magazine, May 2008.
Institutions get higher prices for bonds than individuals – yet standard bond valuations are based on the institutional prices. The result: individuals can pay unnecessarily high estate taxes. Time to stop that. Filing a 706 with using standard valuations services where clients own a significant bond portfolio could possibly result in overpayment of estate taxes. Using a custom bond valuation may result in significant estate tax savings.
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