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1801 Hermitage Blvd, Suite 170
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A Buy-Sell Estate Tax Checklist

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...

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

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