Tax Strategies Business Owners Should be Aware of Before They Sell


Ask the Expert Broadcast: Tax Strategies Business Owners Should be Aware of Before They Sell

As investors, especially baby boomers, begin to divest their personal business and real assets, they may require tax-efficient exit plans and funding options. The 2017 Tax Cuts and Jobs Act and existing section 1031 of the internal Revenue Code potentially create opportunities for investors to do just that. Please join us for a brief overview Of Tax Strategies business owners should be aware of before the sell

The presentation will provide an overview of how business owners can utilize Qualified Opportunity Zone Funds and 1031 exchanges to minimize and defer capital gains upon the sale of their business and real estate assets. We discuss the risks and benefits of these investment solutions, case studies and potential pit falls to avoid.


Learning Objectives:

  • Capital gains tax deferral strategies
  • Investing in Qualified Opportunity Funds and 1031 Exchange Funds.
  • How to help business owners avoid potential pitfalls
  • Choosing the right tax strategy

About the Summit:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in San Antonio, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2019 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2019 Exit Planning Summit

Meet the Presenter

Kerry Scanlon

Kerry Scanlon

Senior Vice President

Contact Kerry

Meet Kerry. Kerry Scanlon is a Senior Vice President and responsible for developing and executing growth strategy across the business. Kerry has more than 19 years of experience in the financial services and alternative investment industry. Previously, Kerry was Senior Vice President for Realty Capital Securities, an open architecture wholesale distribution platform for public and private real estate programs, credit and lending programs and other alternative investment programs. Kerry work directly with investment advisor, accountants and attorneys to help them find tax efficient strategies that work within their client’s overall wealth strategy.

Kerry graduated from Southern Methodist University where he was a four year letterman on the football team.

Connect with the Presenter: Platform Ventures | Website: | Email: | Phone: (816) 285-3872


About Platform Ventures: With more than $1.4B assets under management, Platform Ventures welcomes complex opportunities. We specialize in middle-market real estate opportunities and have invested throughout the U.S. As a result, our portfolio is divers and our risk is not tied to a single niche or strategy. Our Hands-on approach allows us to uncover underlying value. Our principals and leadership team are involved in every deal. From site visits to financial analysis, we dig into the details of every deal. We invest our own money, and our co-investors range from high net worth individuals to family offices to institutional investors and our real estate-focused strategies are divers across the risk spectrum

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