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This page contains a single entry by Associate Editor - 3 published on February 7, 2012 12:10 AM.

Taxing Capital Gains as Ordinary Income was the previous entry in this blog.

Tax Court: Valuation of Conservation Easements is the next entry in this blog.

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Estate Planning with Pre-IPO Stock

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The Wealth Strategies Journal has just posted a new article entitled "Estate Planning with Pre-IPO Stock" by Ori Bash, ASA.

From the article: "In the midst of gloomy headlines covering the challenging economic environment and uncertain global economic landscape, I am happy to report some positive news from the Bay Area: wealth creation through technology innovation continues to accelerate in Silicon Valley at a pace not seen since the late 90's.  And as the economy continues to improve, highly accomplished technology companies, which have had to defer their exit strategy due to challenging capital market conditions, will pursue a liquidity event in 2012.  In general, technology companies tend to be great candidates for pre-IPO planning as they are characterized by inherently more risk, and may experience more volatile performance in the months leading up to (and after) an IPO.  On deck for early 2012 is the Facebook IPO, which will be the largest technology IPO ever.  With everyone keeping a close eye on the Facebook IPO, a successful offering will open up the floodgates for many more IPOs in 2012."

You may read more here.






Posted by Matthew Engler, Managing Associate Editor.






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