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Business Interests
(Is this gift for you?)
A gift of a business interest is for you if ...
- You are an entrepreneur, member
of a family business, or participant in a professional corporation.
- You hold an ownership interest
in a viable enterprise, and are able to transfer your interest
to third parties like us.
- Your interest will continue to
generate revenues that can flow to us, or it is likely be redeemed
by the enterprise in the near future.
- Your interest is not encumbered
by debt, and we will not be called on to make future contributions
to or for the enterprise.
- You want to save both income
and capital gains tax.
- The business interest is marketable.
- You want to increase your income
without paying capital gains taxes by selling it.
- You want to transfer assets to
your heirs with minimal tax ramifications.
For more information
Email us,
complete the personal illustration form,
or call us at (909) 621-8143 or (800) 761-9899 so that we can assist you
through every step of the process.
Pomona College
Trusts and Estates
550 North College Ave
Alexander Hall 235
Claremont, CA 91711
(909) 621-8143 or (800) 761-9899
Fax: (909) 621-8654
pomonaplan@pomona.edu
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