Gifts of Business Interests —
Closely Held Stock

A gift of business interests 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 will 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.
  

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• Picture this gift. Click here.

To learn more about gifts of business interests, Email us, complete the Information Request Form, or call us at (415) 321-1700 so that we can assist you.