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.
Listen to business valuation/estate planning expert, Anthony Venette, to learn four important reasons why gifting business interests can be advantageous.
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.
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.