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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 gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.
