Description
Discover tax strategies to maximize net proceeds from business sales, covering QSBS, charitable trusts, and F reorganizations.
It is estimated that over 75 percent of the 12 million businesses owned by Baby Boomers will be sold within the next decade. In many transactions, the best that a seller can expect is to keep 65 of the sale proceeds after paying taxes. Advisors need to be able to help these owners take advantage of strategies that can reduce transaction taxes and maximize the net proceeds from the sale of the business. This presentation will examine three tax minimization strategies that can greatly reduce, and in one case eliminate, the tax on the sale of a business. The live webinar will take a deep dive into qualified small business stock, the use of charitable trusts and how to utilize an F reorganization to minimize taxes.
Date: 2025-02-03 Start Time: 1:00 PM ET End Time: 2:40 PM ET
Learning Objectives
* You will be able to QSBS and help position clients to obtain its benefits.
* You will be able to discuss effective presale tax strategies to reduce taxes.
* You will be able to explain the uses and benefits of charitable trusts.
* You will be able to identify situations where the use of an F reorganizations in the sale of an S corporation could be beneficial.