Brian Lucareli, director of Foley 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.
Author(s)
Brian L. Lucareli
Director of Foley Private Client Services
[email protected]
Milwaukee
414.297.4950
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