TAX ADVANTAGED BUSINESS SALES
We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize that 20-40% of their hard-earned proceeds will go to Uncle Sam. This provides the perfect opportunity to utilize tax-advantaged tools that provide business owners with more for retirement.
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.
- Be empowered to talk to business owners about tax-advantaged sale options.
- Understand how various planning tools apply to different corporate structures.
- Feel confident as an advisory team member when clients are ready to use tax-advantaged sale strategies to sell their business.
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Tiffany House is a tax, estate, and charitable strategist. She works as a consultant with families and helps guide them through intricate situations including transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. She also enjoys working with non-profit organizations to enhance their gift planning programs.
Tiffany is very active in the community. She serves on many boards and enjoys lifelong learning. She is very passionate about tax-advantaged strategies, and enjoys speaking across the country.
Tiffany lives on an urban farm in Scottsdale, AZ with her 3 lovely daughters, her supportive husband, horses, and a wide variety of animals.