REDW Experts Identify Rare Valuation & Estate Planning Opportunities

  |   June 10, 2020

As COVID-19 public restrictions ease and business owners focus on reopening, opportunities linger to transfer business ownership interests for a fraction of the typical cost. Amidst the economic and financial uncertainty, low interest rates can also provide further tax planning opportunities —as discussed in the latest article by REDW Principals Ed Street and Brian Foltyn, “Rare Valuation & Estate Planning Opportunities — Capitalizing on Record Low Interest Rates.”

Learn more with REDW on how depressed values and the current low interest rates can create estate tax planning opportunities.

It seems that with the country beginning to reopen and an economic recovery looming, the window of opportunity to maximize your client’s transfer of wealth may be small. REDW’s team holds extensive expertise and knowledge in both valuation and tax planning and can assist you and/or your clients to benefit from the current environment. Please contact Ed Street or Brian Foltyn to get started.

Read the full article.


REDW is committed to keeping you informed at all times, but especially during a crisis of the magnitude of the COVID-19 pandemic. Stay connected with us on LinkedIn and @REDWLLC. Or check out some of our other updates here.

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