Using a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale Ft. Jonathon Morrison episode artwork

EPISODE · Oct 10, 2019 · 34 MIN

Using a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale Ft. Jonathon Morrison

from ExitReadiness®️ PODCAST · host ENNIS Legacy Partners

Today's guest is Jonathon Morrison | Senior Partner – Frazer Ryan Goldberg & Arnoldin Phoenix and Scottsdale AZConnect with Jonathon: https://www.linkedin.com/in/jonathonmorrison/Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

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Using a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale Ft. Jonathon Morrison

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