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Charitable Planning With Closely Held Business Interests

Charitable Planning With Closely Held Business Interests

Avoid the tax traps that can get in the way of a successful gift

Some things are very difficult to accomplish successfully. Winning a two-front war in Europe, for example (think Napoleon and Hitler). Another is contributing closely held business interests to charity in a tax-efficient manner, particularly during the donor’s lifetime. Typically, articles on this topic provide a roadmap for successfully achieving certain


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