As we move beyond the holidays, tax planning and preparation return to the spotlight. If you are a parent who owns or operates a business, it’s time to plant a seed with your tax professional about planning for 2026. What can we do for the kids? Putting the kids “to work” in your small business can help them learn and develop in many ways beyond financial reward as you coach and mentor them. But on the topic of money, Custodial Roth IRAs or funding 529 College Savings plans can also be some of the creative ways you can put those earnings to work long-term. Oh, and then there’s potential income-tax savings by shifting income to their earnings record instead of yours; yes, tax savings for you... |
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In this short video, V outlines practical multi-generational wealth-planning strategies that can accelerate wealth accumulation and potentially save thousands in taxes. He explains how tax efficiency, business structure, and income-shifting opportunities can influence long-term outcomes, including ways parents can employ children in a family business and potentially convert earned income into decades of tax-free growth through Roth IRAs. Click here to watch the video and learn how strategic planning today can help create lasting impact for generations to come. If you have questions or would like to discuss how these strategies may apply to your situation, the Lindenberg Financial team is happy to help. |
2026 Multi-Generational Wealth Planning Strategies
