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

For more information

Email us, complete the personal illustration form, or call us at 610-526-1425 so that we can assist you through every step of the process.