Author page: Jaclyn Hirl, CFP®

    Transferring Profits Interests: Wealth Transfer Strategies for Professional Investors
    Tax Planning Estate Planning
    Transferring Profits Interests: Wealth Transfer Strategies for Professional Investors
    June 13, 2024

    One impactful wealth transfer tool for professional investors is the ability to transfer (gift, sale, or exchange) the profits interest from the...

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