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.
- 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.