Don’t Let the Next Crisis Jeopardize Your Family Business

Marguerite C. Weese |
Wealth Planning
toondelamour

No matter what role you play in owning and running your business—the entrepreneur, the CEO of an established business, or somewhere in between—you may often be so focused on building and growing the business that you’ve forgotten that your most important role is to protect what you’ve already built.

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Episode 10: Estate Tax Mitigation Strategies

Blair Talty |
Emerald GEMs

July 7, 2020—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic?  National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.

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