September 13, 2024
Advisory Partner Sean Saari joins Marcum Wealth’s Jim Butler to discuss gift tax for Money Matters TV
Money Matters TV
Excerpt:
Jim Butler, CFP of Marcum Wealth talks with Mike Dever, Founder of Brandywine Asset Management about financial issues of the day then they interview Sean Saari, CPA, Partner of Marcum LLP about Gift Tax and how privately held businesses are valued. Plus what assets make good choices for gifting?
