Newsroom


“FANTASY OVERWHELMS THE TRANSFER TAX AGAIN”

Friday, August 26, 2016

The following article was written by Steven A. Horowitz, a tax attorney that Avenue M Advisors, Inc. works with and we found the article to be very compelling about the new proposed regulation changes under IRC §2704(b).
 Read More


25 Reasons a Business Owner may Need a Business Valuation

Friday, May 15, 2015

There are many reasons that a business owner or individual may need to know the value of a business.  The standard of value that is typically utilized is fair market value.  The fair market value standard consists of an independent buyer and seller having the requisite knowledge and facts, not being under any undue influence or stressors and having access to all of the information to make an informed decision.  Below are 25 common reasons that a business owner or individual may need a business valuation:  Read More


Highlights from the Panel Discussion on Making Gifts of Illiquid Assets

Sunday, May 03, 2015

On Friday, May 1, 2015, the California Community Foundation held a luncheon for advisors on Making Gifts of Illiquid Assets Work for Your Clients.  The panelists consisted of William Flumenbaum with Capital Group Private Client Services, David Newman with Mitchell Silberberg & Knupp, LLP and Melisa Silverman, President of Avenue M Advisors, Inc. Read More