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Using the Estate Tax Exemption to Transfer Stock Tax Free

Using the Estate Tax Exemption to Transfer Stock Tax Free

A looming 50% decrease in the amount of assets an estate can transfer tax free has created urgency for wealthy families to see about transferring valuable assets—including private company stock—to heirs by the end of 2025 says Eric Clarke of Hanson Bridgett LLP.

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Published by Bloomberg Tax: Tax Management Memorandum™

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Eric Clarke
Eric Clarke
Partner
Walnut Creek Market Leader
Walnut Creek, CA