Is it true that with a holding company I pay less tax on the inheritance?

A holding company can make succession more efficient, yes. Passing on company shares tends to have a more organized path than traditional probate. But watch out for promises of miracles. There is a state tax on inheritance and gifts, the ITCMD (state inheritance and gift tax), and the rules and rates vary from state to state. With the tax reform, progressive rates became mandatory and several states are revising their brackets. So don't lock in a number with anyone. The best thing is to confirm the current rate in your state with the TF Con accountant before deciding. We calculate the real scenario for your case.

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