Ten Minute Interview: Income and Estate Tax Planning

Brian Lucareli, director of �鶹ֱ�� Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Jason Kohout, partner and fellow co-chair, and Stephanie Derks, associate and member of our Estate Planning group, for a 10-minute interview to discuss income and estate tax planning opportunities for the sale of a business. These include some very valuable potential tax-savings planning, but only if the seller is proactive.