Webinar Registration

Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes

Boost Your Client's Estate Planning, Small Business outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, January, 4

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Anthony Venette, CPA, ABV, MBA

Business Valuation and Estate Planning DeJoy and Co.

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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.