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Maximizing Wealth Transfer via Estate Tax Optimization for Business Owners

Unlock the power of strategic gifting with business valuation and estate planning expert, Anthony Venette, CPA/ABV. This webinar is specifically designed for business owners contemplating the future course of their ventures and their legacies. Dive into the potential of strategic gifting of privately-held business interests as a powerful, tax-efficient way to secure generational wealth and meet legacy planning goals. Don’t leave your legacy to chance; tap into proven planning methods that can make the difference between preserving your wealth for generations or squandering it. In this webinar, you'll learn: ✅ Analyze and interpret how the gift & estate tax is assessed. ✅ Evaluate and determine the methods for calculating fair market value. ✅ Identify and prepare planning strategies and opportunities for business owners. 🔔 Earn NASBA-approved CPE and IRS-approved CE at https://www.earmark.app/course/4aeed145-a589-4680-9c3b-db8e9e286022 About the instructors: Anthony Venette, CPA/ABV: Anthony provides business valuation and advisory services to corporate and individual clients of DeJoy & Co. Anthony is a recognized thought leader in his industry covering topics and teaching educational courses on valuation and adjacent issues. https://www.linkedin.com/in/anthonyvenettecpaabv/ Learn more about DeJoy & Co.: https://www.teamdejoy.com/ anthony.venette@teamdejoy.com https://www.linkedin.com/company/dejoy-co/ https://twitter.com/TeamDeJoy https://www.facebook.com/TeamDeJoy https://www.instagram.com/teamdejoy/
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