Email this Page to a FriendBusiness Succession PlanningBusiness succession is a big concern for entrepreneurs that have built successful companies as they get older. They often want to see the business passed on to the next generation of their family but are concerned about paying capital gains tax. A business succession plan addresses these concerns and could involve an estate freeze, the use of trusts and utilization of your lifetime capital gains exemption to reduce this tax burden. In addition to assisting with preparing the succession plan, we can assist in preparing a valuation of the business and will work closely with legal counsel to implement the plan and assist in any tax filings that may be required. |
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