Challenge in Business Succession Planning: Cash Flow Strategies for Estate Tax Liabilities


Individuals with substantial business holdings often face complicated estate tax issues. Failing to recognize and plan for these issues may adversely impact the ability of the estate to timely pay any estate tax it owes. What is more, a lack of planning can affect the ability of the business to continue operating in the manner envisioned by the current and succeeding owners. As the complexities vary by situation, having a tax efficient business succession plan geared toward maintaining a particular business as well as satisfying the owner’s specific intentions is key to helping preserved family wealth.

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