Webinar: Benefits of Gifting Private Company Ownership Interests
Thursday, July 24, 2025 9:00 am - 10:00 am
As business owners look to evaluate or update their estate plan, they may want to consider transferring their ownership interest in their businesses. When implemented thoughtfully, these transfers can provide unique opportunities to maximize estate tax savings in order to preserve family wealth and financial security.
Please join us for a webinar where we will explore the benefits of gifting private company ownership and the importance effective planning plays in securing your financial legacy.
This session will cover:
- Understanding gift and estate tax implications
- How business valuations impact gift and estate taxes
- Planning considerations for estate matters
- Status of current gift and estate tax laws