Make today’s increased federal transfer tax exemption work to your advantage. As a business owner, it’s important to understand how the tax reform changes can work to your advantage.The increased federal transfer tax exemption amount (the exemption) provides a unique opportunity for you to implement beneficial transfer tax strategies for your business interests.
Strategic finance, or leverage strategies, play an integral part in preserving and transferring your family’s wealth.
Utilizing leverage strategies in estate planning can help preserve your legacy and create the efficient transfer of wealth.
The ability to access a range of customized credit solutions can be a vital part in the implementation and maintenance of your wealth plan.