"Preparing for 2025" with Brian Nagle of the Family Business Association & Citizens Private Wealth

Radio Entrepreneurs

Radio Entrepreneurs
"Preparing for 2025" with Brian Nagle of the Family Business Association & Citizens Private Wealth
Sep 18, 2024
Radio Entrepreneurs

Title: "Preparing for 2025"
Guest: Brian Nagle - Family Business Association (FBA) & Citizens Private Wealth
Interviewer: Jeffrey Davis - Mage LLC

Brian Nagle of the Family Business Association and Citizens Private Wealth joins us to discuss how the upcoming cuts to the lifetime estate tax exemption have got family businesses looking at their governance and organizational structure and how to move wealth to the next generation.

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