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Business Law

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Business Law

Flexible Tax Strategies Now Needed in Succession Planning for Business Owners

By James G. Blase, CPA, JD, LLM | Blase & Associates LLC

Historically minority interest discounts were the most popular tax strategy in succession planning. In a climate of high federal estate tax, this made sense so many of your clients are likely structured accordingly. Given current federal estate tax exemptions and the fact that most family businesses are sold in the 2nd generation, more flexible tax strategies are needed.

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