21 Ways to Reduce, Defer, or
Eliminate Capital Gains Tax

ORANGE COUNTY VIRTUAL CHAPTER EVENT

21 Ways to Reduce, Defer, or Eliminate Capital Gains Tax


Selling a business generates a combined state and federal tax obligation of 33.3% for a California resident.  However, there are, in theory, as many as 21 ways to reduce, defer or eliminate capital gains taxes.  Most people have heard of tax deferred exchanges under IRC Section 1031 and charitable remainder trusts.  However, we won’t be discussing those. Arguably the most important element is time: the farther in advance you set up the structure, the more conservative it is likely to be.  Join Bruce and Owen to discover the different tax savings options your clients have two years in advance of the sale versus the year before versus the same year.

 

Learning Objectives:

  • Overview of creative and totally legal structures to help clients reduce, defer, or eliminate capital gains taxes
  • How to identify client situations for which the various structures are most appropriate
  • Language to help spur your clients into action

 

About the Presenters:

Learn from industry experts Bruce Givner, Esq., tax attorney and Owen Kaye, Esq., tax attorney.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:


 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenters


Bruce Givner, Esq.
Owen Kaye, Esq.

Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE Hour

One (1) CEPA Credit

Tax Partner

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).