Month: October 2018

Barnes Quarterly – Episode 01

Written by admin on October 22, 2018. Posted in Barnes Quarterly Podcast.

We are elated to announce the arrival of the inaugural episode of our new podcast, Barnes Quarterly. We’ve been wanting to put something like this together for quite some time, and now the day has finally come! With this podcast, we are hoping to pass along information and insights in an easy...

A Buy-Sell Estate Tax Checklist

Written by admin on October 1, 2018. Posted in Estate Planning, Tax Preparation.

The Internal Revenue Service (IRS) requirements for the valuation of a business through a buy-sell agreement for estate tax purposes are as follows: 1. The buy-sell agreement must be a bona fide arm’s length transaction. 2. The agreement must obligate the estate of the deceased shareholder to sell...

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Barnes Capital Group, a Registered Investment Advisor. Barnes Capital Group is a separate entity from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Barnes Capital Group is committed to keeping our site accessible to everyone. We welcome feedback on ways to improve our site’s accessibility. learn more

(850) 894-2930
info@barnescapgroup.com

Barnes Capital Group
1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308

Podcast Available On:

Archives

Month: October 2018

Barnes Quarterly – Episode 01

A Buy-Sell Estate Tax Checklist