Like your Dad said, it’s not what you make – it’s what you keep. When considering the sale of a business the amount of nickels in your pocket after everyone has taken a share should be at least one of the considerations. Keith will address arguably the biggest opportunities to retain more from a sale – lessening the income and capital gains taxes. Gain an overview of the most effective strategies, how far in advance they need to be done, and how to integrate them with the rest of the owner’s personal succession plan.
(Purchase of this product will include a Video recording, an Audio recording, a PDF of the Presentation, and Handouts in PDF.)
Presented by Keith Troutman, CPA and Michael Shafer, CPA