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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 hold an ownership interest in a viable enterprise, and 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 save both income and capital gains tax.
  • The business interest is marketable.
  • You want to increase your income without paying capital gains taxes by selling it.
  • You want to transfer assets to your heirs with minimal tax ramifications.