Gifts of Business Interests
(Is this gift for you?)

A gift of a business interest is for you if . . .

• You are an entrepreneur, member of a family business, or participant in a professional corporation.
• You are able to transfer your interest to third parties like us.
• Your interest will continue to generate revenues that can flow to us, or it is likely be redeemed by the enterprise in the near future.
• Your interest is not encumbered by debt, and we will not be called on to make future contributions to or for the enterprise.
• You want to increase your income without incuring capital gains taxes.
• You want to transfer assets in a family business to your heirs with minimal tax ramifications.

For More Information

E-mail us, complete the personal illustration form, or call us at (877) 247-2426 so that we can assist you through every step of the process.