Efficient Wealth Transfers for Consideration

30,000’ Level: Taxes, Broadly

Our clients ask us a lot about how they can be tax efficient.  That can mean a lot of different things, of course, because there are many forms of taxes.  They could be thinking about property taxes, sales taxes, income and capital gains taxes, or wealth transfer taxes (taxes on wealth that is transferred from one person to another).  And within these types of taxes, there are also levels of tax – local, state, and federal taxes to boot!