{"id":111827,"date":"2023-05-28t11:09:36","date_gmt":"2023-05-28t15:09:36","guid":{"rendered":"\/\/www.g005e.com\/?p=111827"},"modified":"2025-01-06t20:40:10","modified_gmt":"2025-01-07t01:40:10","slug":"ransferring-business-interests-to-optimize-estate-taxes-venette","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/28\/ransferring-business-interests-to-optimize-estate-taxes-venette\/","title":{"rendered":"transferring business interests to optimize estate taxes"},"content":{"rendered":"<p><strong><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-108840\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-424x187.jpeg\" alt=\"couple sitting across desk from advisor\" width=\"424\" height=\"187\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-424x187.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-849x375.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-768x340.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-300x133.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-600x265.jpeg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952.jpeg 864w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>strategic estate planning could save your clients millions.<\/strong><\/p>\n<p><em><span class=\"normaltextrun scxw177002367 bcx8\">by anthony venette, cpa<\/span><span class=\"normaltextrun scxw177002367 bcx8\">\/<\/span><span class=\"normaltextrun scxw177002367 bcx8\">abv<\/span><\/em><\/p>\n<p><span data-contrast=\"auto\">we stand at the precipice of the largest wealth transfer in american history. 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.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<blockquote><p><b>more:\u00a0<\/b><a href=\"\/\/www.g005e.com\/2022\/10\/10\/enhance-wealth-by-mitigating-taxes\/\">enhance wealth by mitigating taxes<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/10\/03\/diversify-for-greater-wealth\/\">your client\u2019s instincts are wrong<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/p><\/blockquote>\n<p><span data-contrast=\"auto\">that being said, many business owners are unaware of the benefits of gifting interests in their businesses rather than cash. here are four important reasons why gifting business interests can be advantageous:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/05\/28\/ransferring-business-interests-to-optimize-estate-taxes-venette\/#more-111827\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-108840\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-424x187.jpeg\" alt=\"couple sitting across desk from advisor\" width=\"424\" height=\"187\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-424x187.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-849x375.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-768x340.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-300x133.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952-600x265.jpeg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/threeofficeacrossdesk_adobestock_480249952.jpeg 864w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>strategic estate planning could save your clients millions.<\/strong><\/p>\n<p><em><span class=\"normaltextrun scxw177002367 bcx8\">by anthony venette, cpa<\/span><span class=\"normaltextrun scxw177002367 bcx8\">\/<\/span><span class=\"normaltextrun scxw177002367 bcx8\">abv<\/span><\/em><\/p>\n<p><span data-contrast=\"auto\">we stand at the precipice of the largest wealth transfer in american history. 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.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<blockquote>\n<p><b>more:\u00a0<\/b><a href=\"\/\/www.g005e.com\/2022\/10\/10\/enhance-wealth-by-mitigating-taxes\/\">enhance wealth by mitigating taxes<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/10\/03\/diversify-for-greater-wealth\/\">your client\u2019s instincts are wrong<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/p>\n<\/blockquote>\n<p><span data-contrast=\"auto\">that being said, many business owners are unaware of the benefits of gifting interests in their businesses rather than cash. here are four important reasons why gifting business interests can be advantageous:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/05\/28\/ransferring-business-interests-to-optimize-estate-taxes-venette\/#more-111827\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2732,3120,3002,9,1906],"tags":[27],"class_list":["post-111827","post","type-post","status-publish","format-standard","hentry","category-personal-financial-planning","category-pro-member-exclusive","category-special","category-strategy","category-tax-practice","tag-tax","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo 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