WE’s Julie Neitzel Discusses Tax Planning in South Florida Business & Wealth

June 15, 2015

In a recent article published by South Florida Business & Wealth (SFBW), Partner and Advisor Julie Neitzel, discusses mitigating the estate tax threat with proper planning. Under the current US tax law, larger estates are subject to a 45 percent federal estate tax, but a strong family office team can work with a family’s legal and accounting team to help mitigate this risk.

The article delves into a variety of tax planning and wealth transfer tools to determine strategies that make sense for multiple generations. “Overall, the threat of losing an estate due to taxes actually becomes an opportunity to engage the family around a well-discussed and thoughtful succession plan based on preserving family wealth,” Ms. Neitzel states.

To read the full article, click here: http://go.epublish4me.com/ebook/ebook?id=10083959#/92

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