Building a Legacy That Lasts BLOG
Your business is more than numbers on a balance sheet. It’s years of hard work, sacrifice, and the foundation of your family’s future.
If you’re planning to transition out of your business in the next decade through a sale, Third party buyer, employee buyout, Employee Share Trust or family succession, how you exit matters. The right strategy ensures your legacy continues, protects your wealth, and secures your loved ones.
Explore practical insights, proven strategies, and meaningful ways to make your next chapter as impactful as the one you built. Because true success isn’t just what you leave behind, it’s who you leave it for.
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Why the AMT Represents a 4 Letter Word to Entrepreneurs and Charities?
Proposed changes to the tax treatment of charitable donations may impact individuals subject to the AMT. Reductions in donation tax credits, the inclusion of capital gains in AMT calculations, and stricter deductible expense limits pose challenges for philanthropists. Mitigation strategies include early donations of appreciated securities, donor-advised funds, and one-payment life insurance policies. Balancing philanthropy and tax implications requires informed decision-making and exploring alternative approaches. Seek professional guidance to adapt strategies and continue philanthropic efforts amidst changing regulations.