VSI is a proud sponsor of The Conner-Zaritsky 40th Annual Advanced Estate Planning and Administration Institute held at The Williamsburg Lodge in Williamsburg, VA (May 3-5). Please stop by our exhibit if you’re attending the conference.
Valuation Services is proud to be one of the gold sponsors and exhibitors at the 53rd Annual Heckerling Institute on Estate Planning at the Orlando World Center Marriott Resort. We will be there from January 14th to 18th. Please stop by and visit our table (#437)!
VSI was one of the sponsors for the DC Estate Planning Council Annual Golf Tournament held at Kenwood Country Club (Bethesda, MD). It was cold and windy out but we had a fun time. Thanks to Ware Palmer, Will Hellams, Craig Stephanson, and Jeff Bae for joining the team!
Valuation Services, Inc. is proud to announce that we will be one of the sponsors and exhibitors at The American College of Trust and Estate Counsel’s 2018 Fall Meeting in our hometown (Washington, DC) at the Grand Hyatt (Oct. 25-28). Please stop by our exhibit table if you’re attending the conference.
Valuation Services is pleased to be one of the sponsors/exhibitors at the Fall Leadership Meeting for the ABA Section of Real Property, Trust and Estate Law held at the Loews Hotel in Chicago. We will be there from Sept. 27th to the 29th. Please visit our table!
August 7, 2017 was the close of the comment period for Treasury Notice 2017-38. The Treasury Department released this notice pursuant to Executive Order 13789, and contains an interim list of eight tax regulations that possibly impose an undue financial burden on U.S. taxpayers or add excessive complexity to the Federal tax laws. The S Corporation Association joined several other trade groups in submitting its final comments on the proposed regulations affecting Section 2704 of the Internal Revenue Code, and included its study highlighting the threat these rules pose to family businesses and their employees. The study, authored by former Clinton economist Dr. Robert Shapiro, makes it clear that the proposed Section 2704 rules violate all three of the criteria established in the president’s executive order: (1) they are financially burdensome; (2) they are unduly complex; and (3) they exceed Treasury’s authority.