Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds will go to Uncle Sam. This presentation will explore the various tax-advantaged planning tools and how they work. With discussion on when they are relevant to certain types of businesses and owners’ circumstances. We will go over real-life case studies of business sales that include the process of determining the best outcomes for the business owner.
Learning Objectives:
Upon completion, participants will be able to be empowered to talk to business owners about tax-advantaged sale options.
Upon completion, participants will be able to understand how various planning tools apply to different corporate structures.
Upon completion, participants will be able to feel confident as advisory team members when clients are ready to use tax-advantaged sale strategies to sell their businesses.
