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Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below from BNY Mellon Wealth Management to learn some of those planning tools. BNY Mellon Wealth Management is a critical sponsor of the work done by Family Enterprise USA.
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Estate Tax Strategies for Business Owners
It's critical that business owners leaving a large estate behind work with their Wealth Strategists to devise a plan that anticipates every eventuality and utilizes all the tools available to them.
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In the absence of proper planning, the death of an owner of a closely held business may lead to an estate tax liability that can devastate the business, even with the increased federal estate and gift tax exemption under 2017 tax reform.
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Please stay safe and healthy,
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pmsoldano@family-enterpriseusa.com
712 H Street NE Suite 1330
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About Family Enterprise USA
Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges and contributions to American economic freedom to Legislators. We represent all American family businesses; not just specific industries and provide research to enhance the opportunity for success. We help family businesses continue to establish their unique business legacy. Family Enterprise USA is a 501(c)(3) non-profit organization.. Family foundations can donate.
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Family Enterprise USA Sponsors
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