Ultra Wealthy Liquidity Event Recommendations

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  • เผยแพร่เมื่อ 19 ธ.ค. 2024

ความคิดเห็น • 5

  • @jamelledwards116
    @jamelledwards116 4 ปีที่แล้ว +1

    I will be reaching out to your office ASAP!

  • @steveflanagan5206
    @steveflanagan5206 4 ปีที่แล้ว +1

    An excellent & timely video as we are looking at our first exit this year while looking to use our QSBS shares to avoid capital gain taxes.

  • @Nash4Nashville
    @Nash4Nashville 4 ปีที่แล้ว +1

    Always huge advice in these little capsules. Love it! Thank you.

  • @PatrickShamblin
    @PatrickShamblin 4 ปีที่แล้ว +2

    Great advice! Also, we can help the seller take the proceeds tax free, using esoteric, efficient strategy that very few 9 to 11 figure families know of.

  • @danthome902
    @danthome902 4 ปีที่แล้ว

    If you hire a qualified intermediary, they will do this for you. If that intermediary is not biased towards any one result, they will be more valuable to you. www.linkedin.com/in/danthome/