In my experience working with owners of family farm operations, one of their biggest concerns is transferring ownership in the family business in a tax-efficient manner that will minimize any potential estate and income taxes. With the passage of the ...
Tagged with: Anthony Sandonato Keeping Your Balance
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The provisions of the Tax Cuts and Jobs Act of 2017 (the Act) present significant opportunities for estate planning. Below is a summary of the key provisions under the Act and a discussion of key estate planning strategies to consider. ...
Tagged with: Anthony Sandonato Keeping Your Balance
Read More »In my experience working with owners of family farm operations, one of their biggest concerns is transferring ownership in the family business in a tax-efficient manner that will minimize any potential estate and income taxes. As the majority of a ...
Tagged with: Anthony Sandonato Keeping Your Balance
Read More »What do these amounts have in common: $0, $4.3 million, $9.3 million, $26 million, and $92.2 million? Amazingly, they are all valuation estimates of the same company at the same point in time. And the cause of these wild swings ...
Tagged with: Anthony Sandonato Keeping Your Balance
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