What You'll Learn
Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Millions of business owners are struggling to write the next chapter of their companies and their legacies. Prudent gift and estate tax planning can be the…
Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Millions of business owners are struggling to write the next chapter of their companies and their legacies. Prudent gift and estate tax planning can be the difference between creating generational wealth and squandering it. Gifting privately held business interests to a child or children can be an effective and tax-efficient way to maximize wealth transfer and achieve legacy planning goals. That being said, many business owners are unaware of the benefits of gifting interests in their business rather than cash.
Join business valuation/estate planning expert Anthony Venette to learn four important reasons why gifting business interests can be advantageous.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.