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Wealth Management Strategies

Transferring Your Business To The Next Generation Within Your Family

David Frederick, Director of Wealth Planning at First Bank Wealth Management, discusses transferring your business to the next generation within your family, some of the taxes you may face when doing so, and some basic strategies on how to mitigate some of those taxes. Check back monthly to tune in for timely updates.

Contact David at David.Frederick@fbol.com

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