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With 2022 over halfway through and while there is still sufficient time to act and implement new strategies, now may be an ideal time to focus on tax…
To embed, copy and paste the code into your website or blog: Part 1 of our Article addressed why a charitably-inclined client should make a gift to charity in the year of business sale. Having completed the analysis of when it is best to make a gift, some clients may hesitate to make a large charitable gift in the year of the liquidity event because it may not allow them to meet other objectives, such as providing for children or retaining funds for themselves. These clients can meet these “split” objectives of providing benefits for themselves or family members with a “split-intere...