Planned Giving
Your Lasting Legacy,
Our Future.
- Support a cause that's important to you with a planned gift
- Put your assets to work with our tax-efficient charitable strategies
- Take advantage of the many tax benefits of making a gift
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Sunday June 21, 2026
Bills / Cases / IRS
Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed
For full Case click here.
Previous Articles
Rev. Proc. 2003-60; 2003-31 IRB 274
Rev. Proc. 2003-59; 2003-31 IRB 268
Rev. Proc. 2003-58; 2003-31 IRB 262






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