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106 East College Avenue
Suite 820
Tallahassee, FL 32301
888-838-ABLE
(toll-free in Florida)
850-224-4493 Voice or TDD
850-224-4496 Fax
Email:info@abletrust.org
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The Able Trust, in conjunction with Carolyn D. Olive, JD, LLM, CPA, will host a GiftLaw satellite teleconference for professionals on Thursday, April 29. The event is free and will take place from 3:00 to 5:15 p.m. at Beef O’ Brady’s restaurant in Tallahassee.
Family businesses continued to grow during the past decade, but how should financial advisors help business owners retire or transfer their business to their children? Will the latest Kimbell and Strangi cases reduce family limited partnership discounts? And how should NIMCRUTs be set up to benefit from the new Treasury Regulations on four-tier income ordering and capital gains defined as income under Sec. 643 (b)?
This teleconference will show how to maximize benefits and minimize taxes for business owners. After spending a lifetime building the business, there is no need to lose one-fourth or one-half in taxes. Zero capital gains tax and zero estate tax strategies are the solution.
Space is limited for this GiftLaw satellite teleconference. Attendees can receive two hours of CFP, CPA and Florida Bar credits. For more information, contact Bob Content at The Able Trust at 888.838.2253 or bob@abletrust.org.
