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Guest Expert: Anthony Venette, CPA, ABV, MBA, DeJoy and Co.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 ...
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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.
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.