Section 6166 – deferring estate taxes
This investor-approved brochure explains the benefits and considerations of using Section 6166 to defer estate taxes for owners of closely held businesses. It outlines the eligibility criteria, the process of deferring estate taxes, and the advantages of estate tax deferral. It also touches on the role of life insurance as a possible solution to provide liquidity for estate tax obligations.
Approved for use with investors
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