Cornerstone Private Office
Tax Planning for Families, Not Just Businesses
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Show notes
The family is not a beneficiary of the financial enterprise — it is the enterprise. Professor Jack Ledger builds the framework for family tax architecture: the 40 percent estate tax, annual gifting programs, grantor trust mechanics, Family Limited Partnership valuation discounts, and the inherited IRA rules that now require multi-generational income tax planning for retirement assets. This episode shows how sophisticated families apply the same rigor to household and generational tax outcomes that they bring to their businesses.
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