Epstein File EFTA00667768: Controlled (DS9)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA00667768: Controlled (DS9)

Financial RecordDate unavailableEFTA006677681 keyword hits

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A tax-related document discussing the valuation of interests in family-controlled entities. It highlights the challenges in valuing such entities and potential changes in tax treatment, suggesting considerations for sale or gift of family-controlled interests.

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🔑 Evidence Keywords

controlled

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Valuing interests in family-**controlled** entities is a challenging process, and an area where taxpayers and the IRS have wrangled for many years.

Excerpt 2

to limit the ability rfriedman@cozen.com to achieve these kinds of discounts by providing that certain restrictions applicable to interests in family-**controlled**

Excerpt 3

of this pending change, you may want to consider if this is now the time for you to enter into a sale, or consider a gift, of an interest in a family-**controlled**