Lena Borrelli on Muck Rack

Lena Borrelli

Tampa Bay
As seen in: Inkl, ZDNet, MSN, MSN Canada, Yahoo Life, Forbes, Forbes Advisor, Forbes Vetted, TIME, Yahoo Canada, Aol, CNET and
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Articles

Discount for Lack of Marketability: Uses and Calculation Original

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By Lena Borrelli, Marie White
| SmartAsset
Not all assets can be sold quickly or easily. A minority stake in a family business, restricted stock or an ownership interest in a private company may have significant value on paper but be difficult to convert into cash. That’s where a discount for lack of marketability (DLOM) comes into play. By accounting for the costs, delays and uncertainty associated with selling illiquid assets, a DLOM helps valuation professionals arrive at a more realistic estimate of fair market value.
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Alternate Valuation Date: Estate Planning Uses and Examples

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By Lena Borrelli, Marie White
| SmartAsset
Imagine inheriting your parent’s estate, only to watch the stock market tumble in the weeks that follow. Then you learn the IRS still expects estate taxes from the higher values on the day they passed away. It’s a frustrating scenario, but the tax code offers a potential remedy in the alternate valuation date. This allows an estate’s executor to value assets six months after death rather than on the date of death.
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Debt Management Plan: Pros, Cons and Alternatives Original

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By Lena Borrelli, Arturo Conde , Tanza Loudenback 
| SmartAsset
Rising credit card balances and high interest rates can make it difficult to keep up with monthly payments, especially when juggling multiple debts simultaneously. A debt management plan (DMP) offers a potential solution by consolidating payments into a structured repayment program that reduces interest charges and simplifies budgeting.
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