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I was thinking of advising my client to request reimbursement from the estate. Since he is the sole beneficiary of the estate, that will only make a difference ...
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Thank you SJRCPA.Can they still add the valuation fee to their basis in the inherited shares of S-Corp stock?
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I have a client that inherited 37.5% ownership of a closely held S-Corp. There were 4 owners, and my client was a 22.5% owner until the inheritance. My client h...
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SJRCPA. Thank you! I was leaning towards that position.
