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Selling a business that you’ve worked to build for years or decades comes with an enormous number of considerations—not the least of which is easing the tax burden that accompanies a big sale.
On the latest installment of Advance Your Wealth, we’re looking at five ways business owners who sell their companies might mitigate taxes.
Let’s dive in!
Chapters:
0:00 - Introduction and overview on the topic of the day
1:35 - The top-of-mind concerns for entrepreneurs selling their business
3:31 - Transferring assets regularly over time
5:20 - Section 1202 and the benefits of leveraging this approach
7:11 - How trust planning and charitable planning factors into the sale of a business
10:35 - Navigating gifting strategies prior to the sale of a business
12:56 - A big conversation with business owners after the business has been sold
16:54 - How life insurance solutions can add value
21:18 - Homer's one big takeaway!
23:31 - How to get in touch with Homer and his team
24:32 - Closing remarks
Connect with Homer Smith:
67 حلقات
Selling a business that you’ve worked to build for years or decades comes with an enormous number of considerations—not the least of which is easing the tax burden that accompanies a big sale.
On the latest installment of Advance Your Wealth, we’re looking at five ways business owners who sell their companies might mitigate taxes.
Let’s dive in!
Chapters:
0:00 - Introduction and overview on the topic of the day
1:35 - The top-of-mind concerns for entrepreneurs selling their business
3:31 - Transferring assets regularly over time
5:20 - Section 1202 and the benefits of leveraging this approach
7:11 - How trust planning and charitable planning factors into the sale of a business
10:35 - Navigating gifting strategies prior to the sale of a business
12:56 - A big conversation with business owners after the business has been sold
16:54 - How life insurance solutions can add value
21:18 - Homer's one big takeaway!
23:31 - How to get in touch with Homer and his team
24:32 - Closing remarks
Connect with Homer Smith:
67 حلقات
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.