William Byrnes' Tax, Wealth, and Risk Intelligence

While you think about how to reduce your weight, after the glutinous consumption of the Thanksgiving meal today, also consider how to reduce your client’s estate tax before an investment pays off.  The Twitter executives developed a plan to reduce their eventual gift and estate taxes in advance of their IPO.  The IPO has cause the value of the company to skyrocket.  But your client does not have to own Twitter stock to leverage the Twitter tax plan…. In fact,  a closer look at the planning strategies employed by Twitter shows that your client does not have to be sitting on the next hot silicon valley IPO to benefit from their use.  Even if your client does not own pre-IPO shares, the freeze and discounting strategies used can save them from a hefty tax bill.

Read William Byrnes and Robert Bloink’s analysis of the Twitter freeze strategy that may be attractive for certain of your clients at > http://www.thinkadvisor.com/2013/11/06/can-a-twitter-freeze-slash-your-clients-tax-bill <

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