INSTANT DOWNLOAD: “Tax Planning for the Sale of a Business”

When a Client Asks, “What’s the Best Way to Sell My Business?”, Will You Give the Right Advice?

If You Know the 8 Key Selling Strategies, You Can Make Business Exit Planning a New Profit Center!

Many attorneys, CPAs, and financial advisors are familiar with the tax planning options relating to the setup and running of a business entity — but what about the ultimate sale of a business? (Perhaps the biggest and most potentially taxing situation your business owner clients or prospects will ever face!)

For example, do you know…

• What are the traps and tricks of Installment Sale transactions?
• How an Incomplete Gift Non-Grantor Trust can reduce a client’s state income tax liability?
• What are the most recent developments and planning opportunities with DINGs and NINGs?
• How to move to a non-tax state?
• How to use a Charitable Remainder Trust to obtain deferral and manage tax brackets?
• When a Charitable Lead Trust may be a better option?
• How to use a split gift/sale?
• What planning can reduce the 3.8% Net Investment Income Tax?
• How opportunity zones may defer and perhaps avoid taxes?
• The tax incentives for equity investments in small business corporations?
• How to use oil and gas investments to offset sale income?
• When to take advantage of IRC Section 1045 Tax-Free Rollovers of Small Business Stock?
• How about IRC Section 1202 and how to plan for the $10 million Small Business Sale Exclusion (and expand it through family gifting)?

Nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, has put together this comprehensive presentation entitled “Tax Planning for the Sale of a Business”.

Your purchase includes an instantly accessible video, audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.