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Planning for the the sale of a business. Are CRTs still a viable tool?

In this session we will look at a recent InKnowVision case involving a client with a net worth of $30M and a business sale with a sale price of $20M. Using a case study method, we will look at the various options available to help the client reach their goals of financial independence, tax reduction and charitable giving. We will also look at the income tax advantages of using an offshore captive insurance company as part of the analysis.