Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Guest Expert: Anthony Venette, CPA, ABV, MBA, DeJoy and Co.
Date:
Webinar Replay Description
Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
A intriguing example of professional practice - multidisciplinary
- Mark Z.
Good focus on changes due 12/32/25. Makes me wonder if I should be doing something with clients who are presently under either threshold, but likely will not be in 5 - 10 yrs, at which point too late to leverage current rates.
- Tom B.
I didn't know that once you turn off the ability for the grantor to pay the tax - that it's permanent.
- Ann Marie F.
All the ways people can save on estate tax.
- Matthew L.
A intriguing example of professional practice - multidisciplinary
- Mark Z.
Good focus on changes due 12/32/25. Makes me wonder if I should be doing something with clients who are presently under either threshold, but likely will not be in 5 - 10 yrs, at which point too late to leverage current rates.
- Tom B.
I didn't know that once you turn off the ability for the grantor to pay the tax - that it's permanent.
- Ann Marie F.
All the ways people can save on estate tax.
- Matthew L.
01.04.2024 - Business Owners
Attendees Comments:
A intriguing example of professional practice - multidisciplinary
- Mark Z.
Good focus on changes due 12/32/25. Makes me wonder if I should be doing something with clients who are presently under either threshold, but likely will not be in 5 - 10 yrs, at which point too late to leverage current rates.
- Tom B.
I didn't know that once you turn off the ability for the grantor to pay the tax - that it's permanent.
- Ann Marie F.
All the ways people can save on estate tax.
- Matthew L.