Tax Planning for Selling a Business
Exit planning is one of the hottest topics in the financial services industry. Understandably, the sale of a business often represents the culmination of years, if not a lifetime, of a client’s hard work, and one of the most issues impacting sale transactions is how it the transaction will be taxed.
In order to effectively counsel your clients who may be contemplating a sale of their closely-held business, it’s important to master all of the unique planning opportunities that can provide your clients with greater after-tax value. While most planners have strong understanding of the conceptual aspects of partnership, S-Corp and C-Corp taxation, few of us remember all the intricacies.
The best way to be prepared when business owner clients need pre-sale advice is twofold: 1) refresh your understanding on the current taxation of entities and entity planning, 2) join Bob Keebler in his 90-minute LISI webinar where Bob will cover:
· Installment Sale transactions;
· The use of Incomplete Gift Non-Grantor Trusts to reduce a client’s state income tax liability;
· Charitable Remainder Trusts;
· Opportunity Zones;
· Tax Incentives for Equity Investments in Small Business Corporations;
· Asset vs Equity transactions;
· Ordinary vs Capital Gains & Losses, as well as the importance of allocation of the sales price among the assets being sold.
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