Sat
13
Oct
2007

Six Ways to Use CRTS with Small Business Owners

 

by Baker, Gregory W.

According to IRS statistics, small businesses represent nearly one third of the value of affluent decedents' estates. CRT planning for small business owners is a critical capability for any gift planning shop. This advanced session will describe several CRT options that benefit the small business owner by increasing lifetime cash flow, increasing cash flow and business control to the next generation, increasing employee benefits, and increasing charitable gifts.

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