Topics in This Section

Business Interests — Closely Held Stock

A gift of business interests 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.

Picture this gift. Click here.

To learn more about gifts of business interests, Email us, complete the Information Request Form, or call us at (215) 214-1507 or (215) 728-4740 so that we can assist you.