Your Personal Tax Toolbox - Focus on Family Limited Partnerships Description: Estate planning, business succession planning, income tax shifting are all potential benefits of FLP’s. We’ll discuss which interests and assets may be right for an FLP, and which should likely not be transferred to an FLP. This is a financial strategy discussed by a financial fiduciary but not a licensed attorney. Proper document preparation is always key to a successful strategy so additional information should be obtained from a licensed attorney.
Purpose: Learn about Family Limited Partnerships
Facilitator: Brad Campbell (Guest Presenter - Integra Capital Advisors) |
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