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Brian Sharkey and Dan Cornell - Benefits of Gifting Private Company Ownership Interests

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Manage episode 508398748 series 3672821
Content provided by Newton One, LLC, Newton One, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newton One, LLC, Newton One, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Newton One Advisors (Mark Singer and Steve Target) engage in discussion with Brian Sharkey and Dan Cornell, Directors at Kreischer Miller, about the benefits of gifting private company ownership interests. They review the intricate challenges privately held business owners face concerning federal taxation and how thoughtful planning techniques can provide unique opportunities in maximizing estate tax savings, preserving family wealth and financial security.

  continue reading

44 episodes

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iconShare
 
Manage episode 508398748 series 3672821
Content provided by Newton One, LLC, Newton One, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newton One, LLC, Newton One, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Newton One Advisors (Mark Singer and Steve Target) engage in discussion with Brian Sharkey and Dan Cornell, Directors at Kreischer Miller, about the benefits of gifting private company ownership interests. They review the intricate challenges privately held business owners face concerning federal taxation and how thoughtful planning techniques can provide unique opportunities in maximizing estate tax savings, preserving family wealth and financial security.

  continue reading

44 episodes

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