Tax Planning For The Sale of A Business

Description

The sale of a business is the culmination of years, if not a lifetime, of hard work. Tax planning can make a major difference in a business owner's financial success.

Advisors need to know how a business owner can prepare for a tax-efficient sale transaction from inception of a company as well as in the pre-retirement stage of a business owner's life. At this session, you'll learn about:

• Opportunity Zones
• Tax incentives for equity investments
• Installment Sales
• Charitable remainder trusts
• Incomplete gift non-grantor trusts

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

Craig Israelsen's October Webinar

An Update On Making Your RIA GIPS® Compliant

Fritz Meyer Economic Update, November 2018