Kreischer Miller's Brian J. Sharkey, Director-in-Charge, Transaction Advisory & Business Valuation and Daniel Cornell, Director, Valuation & Forensic Services were recently featured on an episode of the Newton Knowledge Podcast hosted by Newton One Advisors, LLC.
The episode explores the the unique opportunities and challenges associated with gifting private company ownership interests. The discussion covers key tax considerations and how private business owners can navigate complex tax considerations and leverage thoughtful planning strategies to help preserve family wealth, build long-term financial security, and maximize estate tax savings.