Professional Advisor Training - Tax Advantaged Business Sales Strategies
October 2, 2024 @ 8:30 AM - 10:00 AM
Community Foundation C3 Center | 1910 Ingersoll Avenue OR Zoom
Wednesday, October 2 | 8:30 - 10 a.m.
Community Foundation C3 Center | 1910 Ingersoll Avenue OR Zoom
Free
Intended Audience: Professional Advisors, Attorneys, Financial Planners, Estate Planners
The Community Foundation will be offering Continuing Education credits for in person attendees.
In this session, hear from Tiffany House, CEO of the Gift Planning Institute and Exit Preparation, about asset preservation in business sales through a comprehensive guide to tax-advantaged strategies. 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 taxes. This provides the perfect opportunity to utilize tax advantaged tools that provides business owners with more for retirement. We’ll delve into the intricacies of donor advised funds, supporting organizations, charitable trusts, pooled income funds and more, showcasing how these instruments can shield your proceeds from hefty tax bites. Learn about the transformative potential of charitable stock bailouts, opportunity zones, ESOPs and the often-overlooked qualified small business stock exclusions.
Why relinquish 20-40% of sale proceeds to the IRS when there are strategies to employ that are deeply rooted in the tax code? Join us to empower yourself with the knowledge to assist your business owner clients to keep more of their hard earned proceeds.
In person attendance is encouraged.