It’s not just the super-wealthy who can benefit from advanced tax planning, and everyone with significant assets needs strategies to deal with estate taxes.
What tax strategies have very wealthy families traditionally used that I should consider too? How much in assets require professional tax planning? How can I reduce estate taxes? Reduce income taxes? Reduce capital gains taxes?
Topics include specialized trusts, family LLCs, Donor-Advised Funds, Real Estate Donations after death, tax-advantaged Stock Donations, Charitable Lead Trusts, Charitable Remainder Trusts, Charitable Foundations, minimizing taxes for business owners, and more.