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Listen "Planning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietro"
Episode Synopsis
In Ep. #49 of the #FoundersGuidePost Podcast, I sit down with Sam DiPietro from Spencer Fane for a conversation about the critical importance of early and strategic estate planning for business owners when preparing for the upcoming 2026 changes to estate tax laws. Sam walks us through the importance of proactive planning, such as using valuation discounts, restructuring your business, and having open conversations with your family. These strategies can help you reduce tax liabilities and ensure your wealth is preserved and transferred according to your wishes. Starting these discussions and planning efforts early is essential to avoid potential issues as the 2026 deadline approaches. What You'll Learn: Importance of Early Estate Planning: Understand how and when to engage in strategic estate planning ahead of the upcoming change to estate tax laws. Valuation Discounts and Restructuring: How to use valuation discounts and business restructuring to reduce your taxable estate and preserve your wealth. Family Communication: Learn the importance of having clear conversations with family members about the future of the business to ensure a smooth transition and avoid conflicts. LOVED this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/founders-guide-post/id1648393214 Links & Resources: Connect with Sam! (LinkedIn) Preserve Your American Success Story! Find Armando on LinkedIn About the Guest: Samuel collaborates with families and their advisors to create customized estate plans that consider the specific needs of each family, ensuring the protection and seamless transfer of wealth. Samuel has extensive experience in crafting estate plans tailored to the unique requirements of modern families. Some illustrative examples of these plans encompass provisions for children with special needs, strategies for bequeathing wealth to beneficiaries grappling with addiction, designing trusts that safeguard against potential creditors or divorce, planning for blended families, and structuring inheritances for non-US citizens with respect to property in the U.S. Samuel, a certified public accountant with two advanced degrees in taxation, has successfully implemented plans that reduce income, gift, estate, and generation-skipping transfer taxes in the context of succession planning for individuals and privately held businesses.
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