Link to Guest Websites: Family Business Association | Citizens Private Wealth
Title: “Preparing for 2025”
Guest: Brian Nagle – Family Business Association (FBA) & Citizens Private Wealth
Interviewer: Jeffrey Davis – Mage LLC
Brian Nagle of the Family Business Association and Citizens Private Wealth joins us to discuss how the upcoming cuts to the lifetime estate tax exemption have got family businesses looking at their governance and organizational structure and how to move wealth to the next generation.
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