ARTICLE
14 September 2023

Charitable Strategies For Business Exits (Podcast)

VW
Duggan Bertsch

Contributor

Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
Mike's practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions...
United States Real Estate and Construction

In this week's episode our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Mike Weaver, a partner at Vandenack Weaver, discuss charitable techniques that business owners should be considering when contemplating the sale of their business. Tune in to learn about basic techniques like making a gift of appreciated stock and more complex techniques such as charitable remainder trusts including CRAT's and CRUT's and charitable lead trusts. Do you know which would be best for your situation? Listen in to learn some tax saving strategies.

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Originally published 11 January 2022.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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