Skip to Content
View All Results
Back to Events

Webinar: Benefits of Gifting Private Company Ownership Interests

Thursday, July 24, 2025 9:00 am - 10:00 am
Virtual

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

Presenters:

Brian J. Sharkey, CPA, CVA, CEPA

Director-in-Charge, Transaction Advisory & Business Valuation

Daniel Cornell, CPA, ABV, CFE

Director, Valuation & Forensic Services

Jeffrey W. Clark, CPA, MST

Director, Tax Strategies, Small Business Advisory

Click Here to Register

Contact Us

We invite you to connect with us to discuss your needs and learn more about the Kreischer Miller difference.
Contact Us
You are using an unsupported version of Internet Explorer. To ensure security, performance, and full functionality, please upgrade to an up-to-date browser.